McFaddens & Co.

Overview

McFaddens & Co describes itself as an independent, global multi-family office. The firm says its services are designed to coordinate family affairs, protect privacy, and support clients’ performance and quality of life.¹²

History

The firm traces its heritage of advising families and individuals to 1977. McFaddens & Co plc is an active public limited company incorporated in England and Wales on 23 December 1996.³⁴

Timeline

1. 1977The firm traces its heritage of advising families and individuals to 1977.
2. 1996McFaddens & Co plc is an active public limited company incorporated in England and Wales on 23 December 1996.

Services

McFaddens provides investment and wealth management, philanthropic, lifestyle, family-office, strategic advisory and legal services across multiple jurisdictions. Its family-office functions include administration, asset management, family-business support, property and leisure assets, philanthropy, tax and financial planning, risk management, transactions and succession planning.⁵⁶

Wealth services include strategic planning, discretionary investment management, coordination with trusted advisers, global custody coordination, consolidated reporting and reconciliation.⁷

Strategic advisory work covers family and business strategy, succession and next-generation planning, family governance, philanthropy advice, mergers and acquisitions, restructuring, private debt, structured finance and private equity solutions.⁸

Lifestyle advisory services include real estate, travel, marine assets, art, antiquities, collectibles, education, automobiles, vacations and premium sporting events.⁹

Legal services are delivered through McFaddens LLP and include private-client matters, wills and estate planning, trusts, corporate and commercial work, real estate, employment, dispute resolution and sports law.¹⁰

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client Focus

McFaddens serves successful modern families with complex lives and supports families across multiple jurisdictions. The firm says it operates from the UK, Australia, Hong Kong, Beijing and the UAE, with additional locations planned.¹¹¹

Approach

The firm’s family-office approach emphasizes long-term wealth preservation, family participation, succession planning and family governance. Its model brings together financial, strategic, lifestyle, philanthropic and legal capabilities to support coordinated family decision-making.¹²

FAQs

Related resources

• LocationMultifamily offices in Ramat Gan

  This page helps readers compare family office options in Ramat Gan and the wider Israeli market. It provides regional context for assessing how an independent multi-family office might coordinate investment management, tax, estate planning, administration, insurance and family governance for families with international interests.

• Network siteCorporateVentureCapital.com

  This directory offers context on corporate venture capital firms and their investment focus. Business owners considering private and alternative investments can use it to broaden questions about liquidity, risk, strategic holdings and how those assets fit with financial planning, tax planning and family wealth goals.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community for single family offices and wealthy families. Readers can use it to examine topics such as governance, education, administration, philanthropy and intergenerational planning before deciding which responsibilities may benefit from an independent multi-family office relationship.

• GuideWhen does a family need its own office

  This article helps families consider when their financial, administrative and personal responsibilities may justify a dedicated office structure. It can frame questions about bill pay, estate and tax planning, risk management, family education and governance for households whose wealth and activities span several jurisdictions.

• Similar firmsHeritage Family Office
  Goldrock
  Kimfo Family Office

  Profiles of Heritage Family Office, Goldrock and Kimfo Family Office give readers additional points of comparison on this site. Reviewing their stated services and client focus can help a family owner clarify which capabilities matter most across investment management, planning, administration, philanthropy and family governance.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.