Company
Position
Director
Index
Advisers to Families
Location
London
Advice type
Family governance
Family offices
Succession planning
Tax planning
Wealth management
Client Types
Families
Family offices
HNW
Private clients
Sector Focus
Financial Services
Wealth Management & Private Banking
Geographical Focus
Middle East
United Kingdom
Customer Type
Consultant
Simon Rees
Spear’s Review
Simon Rees, director of family office services at Farrer & Co, has been looking after high-net-worth individuals and families for over four decades. During this time, Rees has worked with several leading private banking, legal and accountancy firms.
With particular emphasis on the Middle East, Rees offers strategic support on topics such as succession planning, family governance and the establishment of family trusts. He also advises clients on a wide range of operational matters and wealth management issues.
While the client is at the centre of his work, he strongly advocates working in a collaborative way with other advisers in order to provide informed and coordinated solutions.
Rank: Recommended
Recommended 2024, Advisers to Families
Network Connections
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Rising star
Alex Woolley
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