Family Office Services

Business & Entrepreneurship

Wealth & Investing



Advice type

Family governance

Family offices


Next generation


Client Types



Sector Focus

Investments and Asset Management

Financial Services

Customer Type


Catherine Grum

Spear’s Review

Following a very successful time advising family offices at KPMG and BDO, Catherine Grum has set up her own firm, Catherine Grum Consultancy. She told Spear’s that the purpose of the firm is 'to advise wealthy individuals and families who are starting with quite a purposive approach to their wealth. Helping them to think through what it’s actually for, what their goals and dreams are, and then how does that wealth support them?’

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’.

'I enjoy working with next gen and I think it’s a mistaken notion that they have different priorities to the old guy at the head of the table with the silver hair,' she said. 'The older generations care about the same issues, they just articulate it differently. Of course, if something like sustainability isn’t on the family’s agenda, there’s absolutely no chance that someone in the younger generation won’t mention it.’

Rank: Top Recommended

Top Recommended 2024, Family Office Services

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