Company

Farrer & Co

Position

Director

Index

Family Office Services

Location

London

Advice type

Family offices

Tax planning

Succession planning

Family governance

Wealth management

Client Types

HNW

Families

Private clients

Family offices

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

Middle East

United Kingdom

Customer Type

Consultant

Simon Rees

Spear’s Review

Simon Rees, Farrer & Co’s head of family office services, has accumulated more than 40 years of experience advising private clients on tax and trust affairs at a smorgasbord of leading private banking, legal and accountancy firms. 

With a penchant for supporting HNWs settled in the Middle East, Rees offers strategic support on topics including succession planning and the establishment of family trusts. Given the all-encompassing nature of the support he provides, Rees advocates for a nurturing, collegiate and collaborative working environment with fellow advisers. 

He joined Farrer in 2017 to focus on family office services after gaining his tax nous at PwC, Ansbacher and Kleinwort Hambros, and helping to found New Quadrant Partners.

Rank: Recommended

Recommended 2023, Family Office Services

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