Company

BDO

Position

Partner

Index

Business & Entrepreneurship

Location

London

Advice type

Investment

Philanthropy

Client Types

Entrepreneurs

Families

Sector Focus

Investments and Asset Management

Customer Type

Adviser

Catherine Grum

Catherine Grum is responsible for the family office market at BDO. She helps family offices access the whole range and depth of BDO services, including tax, corporate outsourcing and audits, working with existing family offices as well providing a consulting service for new ones. Grum assists emerging FOs in understanding their options, purpose and values. She will also help them outsource experts in areas that BDO doesn't cover, saying ‘a one stop shop not in clients’ interests’.

Grum specialises in advising the next generation, who see her as a counterpart rather than ‘their parents' adviser’. She understands that, for the next gen, things like philanthropy and social responsibility are not ‘in a different bucket’ from wealth management, and helps them achieve a more ‘integrated approach’.

Rank: Top Ten

Top Ten 2022, Family Office Services

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