Spear’s Review

Ola Adeosun is head of regional wealth planning and family governance at LGT Wealth Management, helping HNW and UHNW entrepreneurial families navigate their business, ownership and family structures.

Many of Adeosun’s clients are UHNWs who have multigenerational intentions with regards to the transfer of their wealth. ‘It’s not as straightforward and simple as establishing the right structures to transition wealth,’ he tells Spear’s. Rather, he works with families on next-generation education and engagement, discussing roles and responsibilities in relation to wealth and business to ultimately develop a long-term strategy that accounts for each family’s unique dynamics. 

LGT runs a number of educational programmes for entrepreneurial families, including programmes for next-generation wealth holders that Adeosun helped to design. Each series of workshops is designed to address common concerns among clients, and topics include reputation management, strategic philanthropy and family business succession.

Adviser Profile

Ola Adeosun is a partner and head of regional wealth planning and family governance at LGT Wealth Management UK, where he leads the firm’s family business governance and succession service. With 20 years’ experience advising wealthy individuals and families, he has built a strong reputation as a senior wealth planning adviser to entrepreneurs, business owners and UHNW families navigating complex personal, commercial and intergenerational decisions.

A chartered financial planner, fellow of the Personal Finance Society and member of the Society of Trust and Estate Practitioners, Ola brings deep technical expertise across wealth structuring, succession and estate planning, with particular focus on advising family-owned businesses. He is valued for helping clients manage the intersection between legacy, leadership, ownership and long-term wealth stewardship, especially at moments of change such as succession, liquidity events and generational transition.

Ola’s approach reflects the belief that successful long-term planning is rarely just about structures; it requires an understanding of values, relationships, ambition and the roles family members play within a wider enterprise. He specialises in issues affecting families with a multigenerational intent to transfer wealth, combining planning expertise with governance and succession insight.

This combination of technical discipline and strategic judgement has made him a trusted adviser to clients seeking to protect their wealth while preparing future generations to assume responsibility with confidence.

Alongside his advisory work, Ola has written and spoken widely on the challenges facing wealthy families, including family governance, succession, estate planning, philanthropy and pre-exit planning for business owners. He has also led family workshops designed to support next-generation engagement and education.