See how we work in practice.
The following case studies illustrate the kind of work Lockmore Capital undertakes with families. All details have been anonymised. They are included to give a realistic sense of the challenges families bring to us and the role we play in addressing them.
Europe · Wealth Structuring & Succession
Supporting a European entrepreneurial family after a business sale
After a twenty-year business was sold, a European family needed one coherent framework for a newly complex wealth picture.
Middle East · Global Coordination
Establishing governance for a Middle Eastern family with global assets
A family’s wealth spanned five jurisdictions and seven advisers, with no single point of coordination or oversight.
United States · Investment Oversight
Reviewing investment governance for an American family portfolio
An American family’s portfolio sat across three managers — with overlapping risk and no independent oversight.
Undergoing a Similar Challenge?
If any of these situations resonate with your family's own position, we are glad to have a direct conversation about what working with Lockmore Capital might involve.