Verrett Family Office helps our families align their investments with the purpose and values of their wealth.
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Tailored Investment Management
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Verrett Family Office believes the foundation of effective wealth management begins with understanding what our families’ wealth is meant to achieve.
Our approach to investment management starts with listening, understanding not only or client’s financial objectives but the human dimensions that give their wealth meaning and purpose. We work closely with clients to develop sophisticated portfolios that reflect both risk tolerance and long-term vision, ensuring every allocation serves a clearly defined goal. Our expertise spans public and private markets, enabling us to construct diversified strategies that balance protection, growth and liquidity. Verrett Family Office conducts rigorous due diligence on every opportunity, assessing not only returns but alignment of interests, operational robustness and consistency of philosophy. Through disciplined oversight and regular rebalancing, we ensure our client’s portfolio remains responsive to changing circumstances whilst staying true to their core objectives. Our investment management is built around our clients and never generic.
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ESG & Alternative Investments
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We integrate environmental, social and governance principles alongside alternative strategies to deliver forward-thinking portfolios.
Sustainable and impact investing is not an afterthought at Verrett Family Office, it is central to how we construct portfolios and evaluate opportunities. We write Investment Policy Statements that set out each client’s approach to ESG and impact investing, ensuring clarity and accountability across all holdings. Our partnerships with leading specialists such as Triodos Bank and EQ Investors provide access to best-in-class sustainable funds and impact strategies that deliver measurable outcomes alongside competitive returns. In alternative investments, we bring substantial expertise in private equity, hedge funds, real estate and infrastructure, sectors that offer diversification and long-term growth potential beyond traditional public markets. We assess each alternative opportunity through a rigorous lens, evaluating management quality, fee structures, liquidity terms and strategic fit within our families’ broader portfolio. Whether seeking growth through innovation or alignment with values, Verrett Family Office ensure every investment reflects both ambition and responsibility.
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Wealth Planning & Structuring
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Verrett Family Office provide comprehensive strategies to preserve, safeguard and enhance wealth across generations.
Effective wealth planning requires foresight, technical expertise and a deep understanding of family dynamics and objectives. We collaborate with our client’s legal, tax and accounting advisers to design structures that optimise efficiency, protect assets and facilitate smooth intergenerational transitions. Verrett Family Office’s services encompass estate planning, trust structures, tax-efficient holding arrangements and cross-border considerations for internationally mobile families. We take a holistic view of our client’s balance sheet, identifying risks, opportunities and structural improvements that enhance both security and flexibility. Our approach is proactive, anticipating regulatory changes, evolving family circumstances and shifting priorities to ensure our families’ wealth structure remains fit for purpose. We believe proper planning is not restrictive but liberating, providing the clarity and confidence to make bold decisions whilst safeguarding what matters most.
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Philanthropy & Impact Investing
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We help clients shape legacies of positive change that reflect their deepest values and aspirations.
For many families, wealth is not simply about preservation and growth, it is about creating meaningful impact in the world. Verrett Family Office support families’ in defining and implementing philanthropic strategies that are both purposeful and effective, whether through charitable foundations, donor-advised funds or direct grants. We advise across the full impact spectrum, from traditional philanthropy to impact-first investments that seek measurable social and environmental outcomes alongside financial returns. Our independent assessment tools allow us to evaluate managers and investments rigorously, ensuring that impact claims are substantiated and aligned with our families’ intentions. We also provide governance support, helping clients establish frameworks for decision-making, succession and engagement across generations. Philanthropy, when done thoughtfully, becomes a powerful expression of family values and a unifying force for future generations.
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Family Governance & Succession
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Verrett Family Office guides families in establishing structures that ensure continuity, unity and effective stewardship across generations.
Successful family offices require robust governance frameworks that clarify roles, responsibilities and decision-making processes. We help families develop governance structures tailored to their size, complexity and culture, ensuring that all voices are heard whilst maintaining efficiency and accountability. Our succession planning services address both leadership transitions and the education of next-generation family members, preparing them to assume stewardship responsibilities with confidence and competence. Verrett Family Office facilitates family meetings, mediate discussions and provide neutral guidance on sensitive topics such as distribution policies, ownership structures and conflict resolution. Strong governance does not emerge by accident, it is cultivated through intentional design, clear communication and shared commitment to family values and objectives. Verrett Family Office provide the expertise and perspective needed to build foundations that endure.
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Consolidated Reporting & Insights
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Verrett Family Office delivers transparency and clarity through sophisticated reporting that empowers informed decision-making.
Understanding the full picture of our families’ wealth is essential to making confident, strategic decisions. Verrett Family Office provides consolidated reporting that brings together all assets, public, private, liquid and illiquid, into a single, coherent view. Our partnership with leading reporting platforms enables secure, real-time access to performance data, risk analytics and portfolio composition across devices. We produce reports tailored to our clients’ preferences, whether detailed performance attribution, private equity valuations, monthly dashboards or tax reporting. Our reporting provides context, interpretation and recommendations that help you understand what the data means and what actions may be warranted. Transparency is about access to information and the clarity, insight and the confidence that comes from truly understanding our families’ financial position.