Helping families work better and achieve more
Professional where it matters | Personal where it counts
About Me
I work with families, and the individuals within them, because I care about helping people manage the practical and personal challenges that come with family life and shared wealth.
With a career spanning private client law, startups and management consultancy, I understand the complex, often competing, priorities that business families face. Throughout my career, I’ve learned that real progress happens when someone brings as much emotional intelligence as technical insight. Many of the challenges I have seen stem not from the structures or plans themselves, but from communication breakdowns, misunderstandings, and personality clashes.
As a lawyer, I specialised in high-net-worth tax planning for UK and international families. Later, as a consultant, I advised businesses across 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 multi-layered realities of family life – across generations, personalities and priorities – true success depends on independent, bespoke, empathetic and cross-disciplinary support.
About You
Every family I work with faces some version of these questions. Which ones resonate with you?
Connect: People, Purpose and Values
When clarity and alignment matter most
Is everyone in your family clear on what you’re working toward?
Do your conversations bring understanding — or more confusion?
What conversations are you putting off?
Deliver: Decisions, Implementation and Follow-Through
When progress needs to match intention
Are you making progress, or revisiting the same conversations?
Are good ideas turning into action, or getting lost in discussion?
Is your family’s success, financial and relational, being built to last?
Orchestrate: Structures, Advisors and Oversight
When expertise needs to work together
Do your advisers help you connect the personal with the practical?
Are your structures and plans supporting what you want to achieve?
Does family complexity feel under control — or overwhelming?
Where I can help
I am a trusted advisor to individuals and families - helping to shape effective families and their “ecosystem” and navigating the 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
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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
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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
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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
How I can help
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.