Position

Founder

Index

Family Office Services

Business & Entrepreneurship

Location

London

Advice type

Investment

Philanthropy

Client Types

Entrepreneurs

Families

Sector Focus

Investments and Asset Management

Customer Type

Adviser

Catherine Grum

Spear’s Review

Following a very successful time advising family offices at BDO, Catherine Grum is setting up her own firm, Catherine Grum Consultancy. She told Spear’s: ‘It’s to advise wealthy individuals and families who are starting with quite a purposive approach to their wealth. Helping them to think through what it’s actually for, what their goals and dreams are, and then how does that wealth support them?’

Grum specialises in advising the next generation, who see her as a counterpart rather than ‘their parents’ adviser’. She understands that, for the next gen, things like philanthropy and social responsibility are not ‘in a different bucket’ from wealth management, and helps them achieve a more ‘integrated approach’.

Rank: Top Flight

Top Flight 2023, Family Office Services

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