APCO Family Office
We specialize in serving the discrete and distinctive needs of ultra-high-net-worth individuals.
A letter from our leadership:
As we approach the fall of 2024, the global landscape is marked by significant elections, emerging conflicts, and a period of heightened uncertainty and potential instability. In this context, the role of family offices and leading families takes on greater importance. Family Offices are uniquely positioned to act as stabilizing forces in an uncertain world, leveraging their financial power, philanthropic efforts, and policy influence to create a more resilient global environment.
Leading families have the resources to address some of the world’s most pressing issues, and many of the largest Foundations in the United States were established by the wealthiest families seeking to leave a personal legacy by addressing challenges from poverty and education to healthcare and environmental sustainability. The Gates, Buffett, and Getty families demonstrate bold ambitions and a desire for a lasting global impact, and we have had the privilege of supporting and guiding these and other families in solidifying their legacies.
By directing their resources and leadership towards initiatives that promote social stability and economic resilience, families can help mitigate the disruptive effects of political transitions. At a time where economic inequality is felt and seen by the masses through social media and other channels, ultra-high-net-worth families must choose their legacy: balancing the enjoyment of their wealth while also investing in a long-term vision that can uplift communities around the world, or instead spending lavishly on themselves without demonstrating leadership and generosity.
The investment decisions of family offices can influence markets, spur economic growth, and foster stability in turbulent times. The strategic allocation of capital by family offices towards stable, long-term investments can provide a counterbalance to the volatility we see in the world today. And in such times of uncertainty, leading families have the ability to advocate for policies and ideas that promote stability, economic growth, and social cohesion. Engaging in constructive dialogue with political leaders, supporting policy initiatives that foster stability, and using their platforms to champion good governance are ways in which family offices can exert a stabilizing influence.
In an era marked by tumult, the role of family offices as beacons of stability is not just important – it is essential.
Lord Edward Young, Global Chair, APCO Family Office
Trevor Neilson, Global Lead, APCO Family Office
We work as your most trusted advisors, across all your needs.
With decades of experience working with families including the Gates, Branson, Pritzker, Getty and Buffett families, in addition to business leaders, luxury brands, and celebrities, APCO Family Office has developed a suite of services leveraging our deep-rooted expertise in strategic advisory and public affairs, combining discretion, strategic insight, and global reach. The services of APCO Family Office are designed to center the family’s legacy, values and aspirations, including:
Legacy Planning and Wealth Transfers
- Establishing and defining a shared legacy and purpose
- Transition management, succession planning and governance
- Leadership counseling, next-generation coaching and mentoring
- Relationship management, personalized problem-solving and conflict resolution
- Conveying strategic priorities and financial performance across activities like M&A, IPOs, and investor activism
- Strategic advice to help clients secure shareholder support during key moments
Philanthropy & Social Impact
- Define a philanthropic purpose based on family values
- Identifying issues that align with your values
- Developing strategies that drive to sustainable progress.
- Evaluating philanthropic opportunities
- Advising on the establishment of charitable foundations</li
- Engaging in impact investing
- Providing methods to measure and amplify impact
Reputation Management
- Reputation assessment and analysis to identify challenges and highlight opportunities
- Managing media and countering disinformation to protect against risks and external pressures
- Stakeholder mapping and engagement to navigate complex geopolitical landscapes
- Dispute resolution to protect reputation and support legal counsel
- Crisis response and cyber security, policy and sanctions monitoring
Public Affairs & Advocacy Support
- Dialogue facilitation between family offices and political leaders
- Strategic policy advocacy for initiatives that enhance social cohesion and resilience
- Navigating and influencing public affairs to support investment and policy goals
- Analysis and guidance on policy developments and their implications
Art Portfolio & Lifestyle Management
Discreet, customized and efficient services, in collaboration with our partners, including:
- Art portfolio management- cataloguing, conservation strategy, rights, and acquisitions
- Personal and cyber security
- Health and wellness solutions
- Transport solutions including private aviation
- Estate management
- Personal management and private staffing
- Curated, exclusive experiences
Leadership
Lord Edward Young
Global Chairman of APCO Family Office & former Principal Private Secretary to Queen Elizabeth II and King Charles III
