For 12 years, Jason held the position of CFO/COO within the Single Family Office of what was, at one point, the wealthiest family in the UK and the 25th richest family in the world.
In this role, Jason managed a complex structure spanning multiple jurisdictions, overseeing the family’s private affairs. He provided both financial and operational oversight, supporting executive teams while also focusing on the minutiae of operations and service delivery.
Under his stewardship, the family’s lifestyle assets included a fleet of yachts (including the world’s largest yacht), long-range aircraft, and an extensive portfolio of properties. His responsibilities also extended to logistics, public relations, human resources, security, and managing a large team of staff and crew, all dedicated to ensuring the highest level of service for the family and their guests on a daily basis.
Jason earned a reputation as the pivotal figure who held everything together—acting as the family’s ambassador in meetings and negotiations, the primary point of contact for advisors, and the trusted confidante for the Principal in sensitive matters.
Today, Jason offers his expertise in three key areas: the establishment of new family offices, the delivery of bespoke projects for established family offices, and providing ongoing advisory services to family offices.
At the age of 30, Jason was appointed Finance Director of a $400 million turnover, low-margin business. This experience taught him invaluable lessons in negotiation, operational efficiencies, and people management. Known for his firm yet fair approach to business, Jason is well-positioned to assist others in successfully closing deals when required.
“Whenever we are faced with a conundrum, Jason is always there to provide a sounding board giving advice drawn on similar practical situations he has faced in the past. These insights, you cannot get from a professional advisor, they are borne from someone who has worked under the hood of a family office. I value and trust his input and will continue to do so” – UK Single Family Office
Education
Career
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We have a diverse and much coveted client base who expect exceptional service from like-minded trusted advisers. We look for commercial individuals who are highly experienced and skilled in their area of specialism, who have received recognition for their services and who are used to working with integrity for UHNW clients in a collaborative and practical manner.
Our Values:
Integrity
Trust
Equity
Transparency
Diversity & Inclusion
If you are an experienced trusted adviser for UHNW clients, you share our Values and you are passionate about delivering exceptional client experience and working with like-minded trusted advisers and clients, we would like to hear from you.
In return, instead of a dotted line to people you refer work to, you can look forward to playing a part in an environment where those relationships are equitable, transparent and commercial.In addition, you can enjoy plenty of opportunities to cross-fertilise your networks and help your clients by having direct access to other top class trusted advisers in your industry.
