Top Ten Family Office Services

David Alexander founded AAG Wealth Management in 1995 and stayed until it was subject to a management buyout in 2016. ‘Wealth management is in the blood,’ he says, ‘but we started Pall Mall Family Office not so much to manage people’s assets, but to manage their lives.’

The firm aims to ‘liberate UHNW families from unwanted complexity in their lives whilst ensuring their legacy is protected for generations to come’.

One way in which Alexander hopes to achieve this is with an encrypted cloud document storage platform, which makes clients’ documents quickly and securely available to the right people, regardless of where they are.