Family Office Services Director
Sam works closely with clients, including a number of Single Family Offices, on matters ranging from family issues to wealth transfer, asset protection and investment strategies to business succession planning, understanding that no two family’s needs are the same.
Sam’s career began with west London property consultants Davis Brown, before joining Blick Rothenberg’s audit department, where he qualified as a chartered accountant. Sam then moved into capital markets in 2006, where he specialised in constructing and marketing a full range of structured investment products, ETFs and funds to family offices and wealth managers. He held roles at BNP Paribas in London, Tradition and the Royal Bank of Scotland before joining Sandaire in 2013.
As a Fellow of the Institute of Chartered Accountants, a Chartered Member of the Institute of Securities and Investment and an Affiliate of the Society of Trust and Estate Practitioners, Sam brings broad and deep professional knowledge to the families he advises.
Managing wealth is about more than choosing investments. It requires a thorough understanding of the additional dimensions that drive complex decisions, from social principles to tax and family governance.