Family Office

Welcome to the Family Office

Our Family Office can assist with a wide range of personal services to support you in achieving the financial goals you have for your family.

Designed for those seeking assistance with managing a broad range of personal assets, this service is ideal for clients who would like a dedicated Adviser to take care of their wider financial needs.

Our depth of experience and extensive network of professional services allow us to offer an all-encompassing solution and a highly personalised service.

Talk to an Adviser:

+44 (0) 20 7337 0777

Email us:

[email protected]

What does our Family Office offer?

Our award-winning Family Office provides an all-encompassing service that goes beyond investment management and wealth planning, to assist with the management of expenditure, property, banking, art and other collectible asset classes.

In addition, our Family Office can support you in areas like trust and succession planning, insurance, education, philanthropy and foreign exchange.

Capital at risk.

Please do remember that as with all investments, your capital is at risk.

What is unique about our Family Office?

Established in 2012, our Family Office provides a complete range of personal financial services, as well as access to a thriving community of like-minded individuals.

We offer a full events programme that enables our clients to connect regularly, in partnership with luxury and lifestyle brands that reflect their interests. Previous events we have hosted have been in collaboration with Aston Martin, Lux Law, Chelsea Football Club, Dolce & Gabbana, and the RHS Chelsea Flower Show.

Clients of our Family Office also gain access to our advanced financial planning tools and educational content library, which is designed to provide helpful guidance to investors with any level of experience on topics including tax, investing, trusts and more.

Our Family Office team

Our Family Office team seeks to provide clients with complete peace of mind through comprehensive and bespoke wealth management services.

Jer O’Mahony, Partner, Head of The Family Office

Jer joined Killik & Co in 2008, after working in the private banking sector for over eight years. A Partner and Member of the Killik & Co Charitable Trust, Jer is a very active member of the community and has led the Family Office since 2012.

Jonathan Drysch, Partner, Associate Planning Director

Jonathan joined Killik & Co in 2012, and he is a partner within the firm's Family Office. As a Chartered Financial Planner and Member of the Society of Trust and Estate Practitioners (STEP), Jonathan gives tailored financial advice to individuals and families with complex needs.

Ryan Engledow, Financial Planner

Ryan joined Killik & Co in 2018 and works as a Chartered Financial Planner in the Family Office, helping individuals and families to structure their assets appropriately, maximise overall tax-efficiency and project the affordability and impact of different strategies through Cashflow Modelling.

Rebecca Lee, Family Office Executive

Rebecca joined Killik & Co in February 2020 and is currently working in the firm's Family Office Department as their Family Office Executive. Prior to joining Killik & Co, Rebecca held various support roles in the financial services and her experience is in providing high-quality support to both clients and colleagues.

How our Family Office works

Our Family Office provides a dedicated point of contact to support you, drawing upon the expertise of our Investment Managers and Wealth Planners to help meet your wider financial needs.

Once we have gained a full understanding of your requirements, we will liaise with in-house experts or call upon our extensive network of trusted partners, such as lawyers and professional advisers, to help you put a plan into place.

This enables us to provide a bespoke and personalised service, so we can be highly responsive to the needs of our clients as they arise.