Professional where it matters, Personal where it counts

JONES-DAVIES

Trusted adviser to individuals and families — shaping effective family ecosystems and navigating complexity across people, planning, and purpose.

What’s a family ecosystem? It’s the whole picture - the people, the resources, the plans and the purpose. When considered together, it’s what keeps the family connected and moving forward. Whether in the early stages of set-up or ongoing implementation, I help individuals and families make the most of their time and the ecosystem around them. Whether the need is personal or practical, the situation contentious or harmonious, my role is to ensure the family lives what it stands for and builds the future it wants

Where I can help

  • Strategic guidance and execution across financial, philanthropic and governance matters – helping you and your family define your goals and take the right steps to achieve them

  • Act as a trusted “chief of staff” across your family’s advisor ecosystem – ensuring cohesive collaboration, an independent perspective and translate complexity into clarity for the people it matters to most

  • Facilitate the conversations that often go unspoken—around trust, identity, values, roles, and meaning—so your family can move forward with clarity, continuity and stronger connection

What I can do

  • I bring together technical, legal and personal insight to support your family’s long-term success - grounded not just in solid planning, but in shared purpose, emotional alignment, and enduring connection. True legacy and generational success come not only from what families own, but on how they relate, decide, and evolve together.

  • Unless there’s a very specific request, I begin by getting to know you and your family – understanding what matters to you most, what you want to achieve, where you need support and how that support feels right for you. This usually involves one-on-one conversations with the key family and non family members within your family ecosystem.

  • From this initial review, we shape a bespoke plan. Every family is unique, and so too should be the way they are supported - no off-the-shelf processes and frameworks, only tailored engagement that truly fits and drives forward what really matters to you.

Why me?

With a career spanning law, startups and management consultancy, and a consistently people centred approach, I am uniquely equipped to support families and individuals navigating both the technical and relational complexities they face. I’ve seen first-hand how often challenges arise from poor communication, misunderstanding and personality clashes.

As a lawyer, I specialised in high net worth tax planning for UK and international individuals and families. As a consultant I advised businesses across diverse industries - from fintech to beauty retail, from aviation to media.

Having worked as a professional advisor, I appreciate the value of rigour and expertise. Yet when it comes to the complex, multi-layered issues that families face across generations and multifaceted ecosystems, I know independent, bespoke, empathetic and cross-disciplinary support is essential.