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.
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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.
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, Chartered Wealth Planner
Ryan joined Killik & Co in 2018 and works as a Chartered Wealth Planner in The Family Office, advising high-net-worth individuals on how to structure, manage and preserve their wealth with clear purpose.
Edward Bents, Relationship Manager
Edward joined Family Office as a Relationship Manager in 2025. He studied Economics at university before beginning his career in art and antiques. He later transitioned into the investment world, becoming an Investment Manager managing multi-asset portfolios for private clients, trusts, charities and institutions.
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.
Frequently asked questions about our Family Office
What is a family charter?
A family charter, often referred to as a family constitution, is a written document that outlines a family’s shared principles including its core values, long-term vision, and agreed approach to decision-making, governance, and dispute resolution. It is particularly valuable for families who are involved in a business, managing significant shared assets, or are planning for succession across generations.
Although not typically legally binding, a family constitution provides a structured framework that helps manage expectations, reduce the risk of conflict, and support effective dispute resolution, all while preserving family unity over time.
The Killik Family Office team can support families in developing their family charter by guiding conversations, clarifying priorities, and formalising agreed principles in a clear, practical, and thoughtful way.
Can you help with private assets, antiques or property?
We work with families across the full spectrum of their wealth, not just liquid investments. This often includes a range of illiquid assets, such as:
- Property, both residential and commercial
- Private market investments
- Antiques, art, and collectables
Our role is to provide coordination and strategic advice, supporting the valuation and management of these assets and helping them understand how they fit within their overall wealth plan. We work closely with specialist advisers, including art consultants, tax advisers, and legal counsel, to deliver a cohesive and well-informed approach.
How do you handle multi-jurisdictional wealth?
Many of our clients have assets, businesses, family members, or tax exposure across multiple jurisdictions. This often involves considerations such as cross-border tax, residency, and offshore trusts.
We take a coordinated and structured approach by:
- Working closely with trusted legal and tax advisers in relevant jurisdictions
- Aligning reporting and governance standards across entities
- Reviewing cross-border tax, regulatory, residency, and succession implications, including the use of offshore trusts where appropriate
- Coordinating with third-party advisers to reduce complexity
What is the minimum AUM for a family office?
Unlike many of our competitors, we do not apply a fixed net worth threshold, as each family’s circumstances and complexity differ. Rather than a tiered offering, we provide a bespoke service tailored to the specific needs of each family.
We assess suitability not only based on assets under management, but also on the complexity of their affairs, the structures in place, and the level of coordination required.
How do you educate the next generation?
Preparing the next generation is one of the most important aspects of long-term wealth stewardship. We support families in equipping their heirs with the skills, confidence, and perspective needed to manage wealth responsibly.
We do this by:
- Delivering structured financial education tailored to age and experience
- Facilitating family meetings and workshops
- Introducing governance principles and trustee responsibilities
- Supporting philanthropic and entrepreneurial initiatives
Our aim is to foster a strong sense of stewardship, building capability and responsibility so that future generations can engage thoughtfully and constructively with the family’s wealth and legacy.
COLWMA
Family Office of the Year
Winner
Investors Chronicle & Financial Times
Best Full SIPP Provider
Winner
Investors Chronicle & Financial Times
Best Discretionary/Advisory Service
Winner
COLWMA
Best Advisory Service
Winner
Past performance is not an indicator of future results
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