Irina Curbelo

Spear’s Review

Irina Curbelo and David Hawkins, both well known figures in the family office advisory world, founded Percheron Advisory in 2020. ‘There was too little emphasis upon family business operations,’ Curbelo recalls.

Percheron Advisory focuses on facilitating the creation of effective family business operations and robust family governance structures. This combination, Curbelo believes, is the best preparation for smooth and successful multi-generational family wealth transfer. The approach, Curbelo says, ‘ensures that family and business risks are reduced significantly to allow wealth to pass down to the next generations’.

Adviser Profile

Irina Curbelo established Percheron Advisory in 2020 with another experienced family office advisor, David Hawkins. While most family office advisory focuses exclusively on wealth management, Percheron Advisory focuses upon the underlying assets that create wealth: the family business.   

The firm works with global clients to provide Next Gen transition, business planning and strategic growth advice. It also provides international mobility and family governance services. ‘HNW clients want holistic solutions,’ Curbelo says, ‘Through our close collaboration with family offices, MFOs, wealth managers, private bankers and tax advisors, we deliver bespoke client solutions covering multiple areas of expertise.’