Our Way of Working With You
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Family Office
Traditum’s Family Office gives high-net-worth families a single point of contact to ensure coordination and optimisation of their multi-disciplined advisors. We oversee and align investment strategies across stockbrokers, taxation, law, trusts, and property.
Our Proposition
Traditional at heart, innovative by nature and driven by a long-term vision. Our Family Office gives high-net-worth families a single point of contact to ensure coordination and optimisation of their multi-disciplined advisors.
We do not compete with the highly skilled professional advisors who work with you. We simply consolidate the volume of communications and decisions each advisor requires of high net-worth families.
Our relationships with advisors are vital to creating the optimum environment for complex financial and commercial affairs to produce long-term inter-connected multi-generational advice. Our team have extensive experience in working with numerous advisors for many years, across a wide range of disciplines.
Our Ways of Working
Family Office Case Study
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Traditum Asset Management
In addition to our core Family Office services, we also provide Operational Asset Management, Financial Planning and Investment Oversight and Audit services.
Getting The Most From
Your Family Office
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Top 10 Questions You Should Ask Your Advisors
We are often asked what are the most important questions that should be asked of my family office advisors, and what are the reasons why. To help you with this, we’ve pulled together our top 10 most valuable questions to ask when talking about your family office needs, and our reasons why we think these are so important.
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Exploring
What’s Next?Exiting your business is a significant achievement and a testament to hard work, dedication, and business acumen. But once the deal is done, what’s next for you and your family? We explore some of the options for you to consider and share some expert advice on the different choices.
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Managing Generational Wealth
We believe there are 3 fundamental pillars that support managing a generational wealth strategy: family values, principles to guide the wealth and short, medium and long term objectives. Listen to our team discussing the right toolkit that helps you and your advisors manage wealth throughout multiple generations.
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Family Office Team
David Mitchell
Chief Executive Officer
Helen Taylor
Operations & Compliance Manager
Tom Henderson
Client Services Associate
Pam Smalley
PA
Jonnie Whittle
Client Service Director
Joshua Carr
Technical Planner
Sam Langan
Technical Planner
