James grew up in a family business. During his career he was involved with the Grant Thornton-sponsored Centre for Families and Business, and he came to the realisation that there is a greater need for family support than what most professionals provide.
Many people deliver great advice in their field of expertise, but there isn’t a service that considers the holistic needs of the family. Nor do they provide a coherent strategic plan. It sparked an idea – one that has continued to grow ever since.
The Family Elephant results from many years spent developing ideas and practical applications. These solutions are all based on the desire to enable the generation with the most wealth to help their family beyond their lifetimes, in a much more meaningful way.
James’ role centres on driving improvements, not just in creating a bespoke family wealth strategy, but also in their ability to communicate and understand each other. He also works to support the other professional connections involved in his clients’ lives, including accountants, lawyers and financial planners.
James sees a real opportunity to work with existing family professional advisers to create really meaningful family wealth strategies. He’s passionate about the issue of The Family Elephant because it’s something so great – but despite being obvious, there is so little help available.