Company
Position
Founder
Director
Index
Advisers to Families
Business & Entrepreneurship
Location
Oxfordshire
Advice type
Family governance
Investment strategy
Succession planning
Wealth preservation
Client type
Families
HNW
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Adviser
Jonathan Gage
Spear’s Review
Keystone Family Advisers founder Jonathan Gage is ‘on-the-go 24/7’.
‘We are a small, growing enterprise and so the primary focus is ensuring that you are doing everything to promote and grow the business, alongside prioritising the interests of our clients ... It’s very good for the adrenaline,’ he tells Spear’s.
‘I just love working and learning from people and gaining their trust,’ he adds. ‘I always have. Every day is exciting and different, so you are constantly learning and discovering.’
Gage’s aim for Keystone is to provide ‘families and family offices with considered and impartial counsel on issues ranging from family assets to governance to investments to inheritance. In all this, it’s incredibly important to promote transparency between family members and their advisers.’
Rank: Recommended
Recommended 2024, Advisers to Families