Company

Coutts

Position

Director

Index

Advisers to Families

Location

London

Advice type

Family governance

Next generation

Philanthropy

Succession planning

Wealth preservation

Sector Focus

Investments and Asset Management

Wealth Management & Private Banking

Customer Type

Adviser

Rachel Harrington

Spear’s Review

‘It’s clear that families are very conscious of the challenges as well as the opportunities wealth can bring,’ says Rachel Harrington, executive director and head of the Coutts Institute.

The Coutts Institute helps to develop strategies for families and family businesses, including advice on philanthropy, wealth succession, family business governance and succession, and preparing the next generation.

‘We focus on supporting our clients to ensure that their wealth lasts and has its intended consequences,’ she says. The institute also works with specialists in wealth structuring, trusts and estate planning to give joined-up advice. The aim is ‘to ensure we have a full view of all the client needs’.

Rank: Recommended

Recommended 2024, Advisers to Families

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