Have the short, sharp Spear's newsletter delivered to your inbox each week
Company

Corient

Position

Director

Index

Generational Wealth & Family Business Advisers

Location

London

Advice type

Family offices

Next generation

Succession planning

Wealth preservation

Client type

International UHNWs

UHNW

UHNW families

Sector Focus

Financial Services

Wealth Management & Private Banking

Lucy Birtwistle

Spear’s Review

Working closely with an international UHNW clientele, Corient’s Lucy Birtwistle advises on a range of issues facing wealthy families, from everyday needs to long-term planning for succession and preparing the next generation to deal with the responsibilities of inheritance. 

The former Deloitte Enterprise Consulting adviser understands the importance of centrality of purpose when it comes to family wealth.

‘Families who engage all members across the generations and ensure understanding, if not total agreement, generally identify and manage the risks to their family,’ she says. ‘They stand the greatest chance of preserving their wealth across the generations.’

Note: Birtwistle is currently on leave and this profile will be updated on her return.

Read next: What is succession planning? How to pass on wealth, control and knowledge to the next generation

Rank: Recommended

Recommended 2026, Generational Wealth & Family Business Advisers

Share on
Network Connections

An introduction from the Spear's 500

Fill out the enquiry form to be connected with your adviser of choice

Thank you

Your enquiry has been sent successfully.