In Episode 48, Caroline talks to Robert Morse a partner at The Private Office. He is an independent wealth manager, investment advisor, financial planner, and investment and pension specialist.

The Private Office operates as a Family Office for those families who do not want to set up their own Family Office or if they have want to use the expertise in appointing the professionals they may require from time to time. 

This approach has seen The Private Office win multiple awards, such as the Chartered Financial Planning Firm of the Year by their professional body the PFS. The Private Office also has a graduate training program and, through the success of this program, can offer a team of professionals with an average age of 38 rather than 58.

 

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