Director
Family Office Services
London
Family offices
Tax planning
Succession planning
Family governance
Wealth management
HNW
Families
Private clients
Family offices
Financial Services
Wealth Management & Private Banking
Middle East
United Kingdom
Consultant
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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