Company
Position
Senior adviser
Index
Family Office Services
Location
London
Advice type
Family businesses
Family governance
Philanthropy
Succession planning
Wealth structuring
Client type
Entrepreneurs
Families
Family offices
HNW
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Geographical focus
Middle East
United Kingdom
Andra Ilie
Spear’s Review
Andra Ilie, senior adviser at HSBC Global Private Banking, advises multigenerational families, family offices and family businesses on issues of governance and philanthropy.
This advice can range from establishing family constitutions and making succession plans, to creating family offices and advising on philanthropic strategy after an inheritance, liquidity event or divorce.
Ilie’s clients span the globe, but she notes that a large proportion come from the Middle East. One key focus for her and her team is preparing the next generation, who want clarity and separation of tasks and roles within the family office space.
No matter the client, Ilie says, ‘What we’re trying to do every single time is be as impartial and as objective as possible.’
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