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Expertise /

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