Index

Advisers to Families

Business & Entrepreneurship

Location

London

Advice type

Family businesses

Family governance

Philanthropy

Succession planning

Wealth structuring

Client Types

Entrepreneurs

Families

HNW

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Andra Ilie

Spear’s Review

Andra Ilie wears three hats in her role as a senior adviser at HSBC Global Private Banking. Firstly, she assists with establishing family offices and reviewing existing governing structures. 

Secondly, she works on family governance: setting up a framework around a family business, establishing family constitutions, making succession plans, planning for disposal of businesses and liquidity events, and more.

Her third area of focus is philanthropy. When clients come into wealth (they may have inherited, sold a business or divorced), Ilie advises them on what their philanthropic strategy might be in the UK, as well as alternative strategies that might be available to them internationally. 

Rank: Top Recommended

Top Recommended 2024, Advisers to Families

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