Spear’s Review

‘I love when I’m working with clients and there is a momentum where things just align, when they’re ready and really want to explore [private market] options,’ says Clare Flanagan, partner and head of client development at Capital Generation Partners.

At the boutique firm, which has its roots in the Saïd Holdings family office, Flanagan consults families of ‘strategic wealth’, helping them to create and maintain a portfolio of private market investments. Clients include multi-generational established family offices as well as entrepreneurs who are starting to explore what they want to achieve with their wealth.

Working with 40 families, Flanagan is intentional with the clients she works with, noting that there are ‘a lot of really fine investment managers and great solutions out there’ and so her focus is to identify those to whom Capital Generation’s expertise is best suited. ‘It has to gel,’ she says.