Founder
Family Office Services
London
Financial Services
Wealth Management & Private Banking
Wealth adviser
Spear’s Review
Lottie Leefe is a qualified wealth planner with more than seven years of wealth management experience working with UHNW/HNW individuals, as well as next-gen wealth holders.
She assists with their global assets and investments including art, real estate, wine, luxury goods and philanthropy. She has gained extensive experience in the international and boutique family office environment, building a strong ‘little black book’ of the best in the industry.
She has successfully presented finance and investment to a wider and non-traditional audience through her work with the Dura Society, which she set up in 2016.
Leefe, who previously held roles at Cazenove Capital and Strutt & Parker, says: ‘We have access to the best in the industry, including those in tax, accounting, legal, real-estate, non-dom planning, philanthropy, private equity and more.’
In 2021 Leefe set up Dura Private, an independent consultancy providing impartial guidance to individuals on their wealth and finances during separation or divorce.
Rank: Recommended
Recommended 2023, Family Office Services