Family advisory
Advice on financial, institutional, operating and governance matters affecting family members and shared family interests.
Current functions
Activities
The Office is presently an internal family institution. Its work concerns family capital, family members, shared assets, governance and the development of future capability.
Internal financial arrangements
Internal arrangements intended to support family resilience, enterprise and long-term independence, subject to purpose, affordability and recoverability.
Shared stewardship
Coordination of the shared use, maintenance and responsible administration of family assets where collective stewardship is appropriate.
Investment propositions
Development and assessment of investment and financing propositions affecting family interests, with decisions tested against governance, alignment, timing, evidence and recoverability.
Reporting and authority
Maintenance of family reporting, delegated authority, records and succession arrangements intended to support continuity across generations.
Institutional engagement
Long-term relationships with private banks, lenders, professional advisers and other institutional counterparties where relevant to family affairs.
External capability
Separate mandates, separately contracted.
Members of the Office may undertake project leadership, programme management, chair, chief executive and board mandates for third parties under distinct contractual arrangements.
Such engagements are separate from the Office’s stewardship of family capital and do not constitute management of third-party money by the Windmill Family Office.