Business & Entrepreneurship

Family Business Advisers



Advice type

Family offices

Sector Focus

Investments and Asset Management

Customer Type


Irina Curbelo

Spear's Review

Irina Curbelo established Percheron Advisory in 2020 with another experienced family office adviser, David Hawkins. ‘There was too little emphasis upon family business operations,’ she recalls. While most family offices focus exclusively on wealth management, Percheron Advisory focuses upon the underlying assets that create wealth: family governance and family business operations. Its formulae combine effective family governance with resilient business operations and transparent owner/manager engagement, resulting in multi-gen family wealth transmission, to ‘ensure that family and business risks are reduced significantly to allow wealth to pass down to the next generations,’ Curbelo says.

Rank: Top Recommended

Top Recommended 2021, Family Business Advisers

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