Controlled disclosure

Institutional Information

The Office maintains a controlled body of institutional, governance and transaction-specific information for established professional counterparties.

Orderly disclosure, proportionate to purpose and relationship.

The Windmill Family Office maintains institutional, governance and transaction information for established professional counterparties where there is a clear and legitimate purpose.

Requests are considered individually according to the identity of the requester, the purpose of the enquiry and the stage of the relationship. Where appropriate, relevant information may be provided directly and subject to confidentiality, non-reliance or onward-disclosure restrictions.

The Office seeks to respond to legitimate institutional diligence in an orderly, proportionate and timely manner.

A concise institutional summary suitable for internal circulation.

The public overview summarises the Office’s identity, purpose, governance, present functions, legal position and contact route. It contains no private asset values, transaction terms or family-confidential information.

Download institutional overview (PDF)

Access is considered individually.

Where approved, the Office will provide one or more relevant documents directly, normally in PDF form. Information may be limited to the stated purpose and may be subject to confidentiality, non-reliance and onward-disclosure restrictions.

Access is granted individually following review by the Windmill Family Office.

Request institutional information