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 co-ordination and optimisation of their multi-disciplined advisors. We oversee and align investments strategies across stockbrokers, taxation, law, trusts, and property.
Family Office Information
We do not compete with the highly skilled professional advisors that 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.
A case study
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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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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? In this video, we explore some of the options for you to consider and share some expert advice on the different choices.
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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.
Family Office Team
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David Mitchell
Chief Executive Officer
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Helen Taylor
Operations & Compliance Manager
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Trevor Sherlock
Head of Client Services
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Tom Henderson
Client Services Associate
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George Lyall
Client Services Director
