Position

Founder

Director

Index

Family Office Services

Business & Entrepreneurship

Location

Oxfordshire

Advice type

Succession planning

Wealth planning

Client Types

Charities

Families

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Adviser

Jonathan Gage

Spear’s Review

Family office consultancy Keystone Family Advisers keeps founder Jonathan Gage on his toes.

‘We are a small growing enterprise and so the primary focus is ensuring that you are doing everything to promote and grow the business, alongside prioritising the interests of our clients. This means that you are on-the-go 24/7...It’s very good for the adrenaline,’ he tells Spear’s

‘I just love working and learning from people and gaining their trust,’ he adds enthusiastically. ‘I always have. Every day is exciting and different so you are constantly learning and discovering.’

Gage founded Keystone after four years at Mayfair Private Clients, and his aim for the company he’s created is to provide ‘families and family offices with considered and impartial counsel on issues ranging from family assets to governance to investments to inheritance. In all this, it’s incredibly important to promote transparency between family members and their advisers.’

When he’s not running his business, Gage relaxes by playing the piano.

Rank: Top Flight

Top Flight 2023, Family Office Services

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