Index

Business & Entrepreneurship

Family Office Services

Philanthropy Advisers

Advice type

Family businesses

Family governance

Philanthropy

Succession planning

Wealth structuring

Client Types

Entrepreneurs

Families

HNW

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Andra Ilie

Spear's Review

Andra IIie wears three hats in her role as senior adviser at HSBC Private Banking. Firstly, she assists with establishing family offices and reviewing existing governing structures. 

Secondly, she works on family governance: setting up a framework around a family business, setting up family constitutions, making succession plans, planning for disposal of business and liquidity events, and more.

Her third arm is philanthropy. When clients come into wealth (they may have inherited, sold a business, or divorced), Ilie advises them on what their philanthropic strategy might be both in the UK in addition to alternative strategies that might be available to them internationally. 

Rank: Top Ten

Top Ten 2022, Family Office Services

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