About Us
McPherson Reed serves families with complex financial affairs through a dedicated team that understands their long-term objectives.
A family office is only as good as its understanding of the family. Wealth passes to a new generation and members settle in different countries, while a business sale or an inheritance can change what the family needs from its advisers. We act as the family's central point of coordination, working alongside its banks and other advisers.
Our Values
Family Focus
Our clients are families before they are portfolios. We take time to understand how each family makes decisions, and what its members want to achieve with their wealth.
In practice this means a small number of families for each senior adviser, ensuring personal attention and a consistent point of contact.
Generational Diversity
Most families we serve have at least two generations at the table, and their priorities differ. Founders often think in terms of stewardship, while their children and grandchildren bring new priorities and new ideas about what wealth is for. Both views are legitimate, and both belong in the plan.
We welcome every generation into the conversation and prepare younger members to take their place with confidence. Families that bring the next generation in early tend to hand over with fewer surprises.
Legacy
A family’s values and reputation matter just as much as the family’s wealth, and they deserve the same care in planning.
McPherson Reed helps families define and preserve their legacy through succession planning and governance that support continuity and a smooth hand-over of responsibilities.
Discretion
Privacy is part of the service.
We do not discuss our clients’ affairs, and we keep information within the smallest team the work requires. Where other advisers are involved, we share only what they need to act on.