Position

Founder

Director

Index

Advisers to Families

Business & Entrepreneurship

Location

Oxfordshire

Advice type

Family governance

Investment strategy

Succession planning

Wealth preservation

Client Types

Families

HNW

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Adviser

Jonathan Gage

Spear’s Review

Keystone Family Advisers founder Jonathan Gage is ‘on-the-go 24/7’.

‘We are a small growing enterprise and so the primary focus is ensuring that you are doing everything to promote and grow the business, alongside prioritising the interests of our clients ... It’s very good for the adrenaline,’ he told Spear’s

‘I just love working and learning from people and gaining their trust,’ he added. ‘I always have. Every day is exciting and different, so you are constantly learning and discovering.’

Gage’s aim for Keystone is to provide ‘families and family offices with considered and impartial counsel on issues ranging from family assets to governance to investments to inheritance. In all this, it’s incredibly important to promote transparency between family members and their advisers.’

Rank: Recommended

Recommended 2024, Advisers to Families

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