Managed Family Office
Your own family office, run for you.
One senior team coordinating your wealth, advisers and decisions, for a fixed fee agreed in advance. Independent of any private bank or product provider.
IN BRIEF
What it is
Quantum Life sets up a family office in your family's name and runs it for you behind the scenes. Your existing banks and advisers stay, and work to one plan. The systems, records and decision history belong to your family, so control stays with you if anything changes.
Who it's for
- Families with £20m–£100m in investable assets
- Families who want family office oversight without the cost of building their own
You take the Chair. We do the work of the board.
When wealth becomes a second job
Significant wealth brings more advisers and more moving parts: investments, businesses, property, trusts, tax and succession, often handled by different specialists. The job of joining it all together usually falls to you. The usual alternatives are to build your own family office, with its own staff and seven-figure running costs, or to rely on a private bank whose service centres on the portfolio it manages. The Managed Family Office lets you hand over the job without handing over control.
HOW IT WORKS
Your family office. Our team.
01
You own it.
Your family office, records and decision history are held in your family's name.
02
We run it.
Our senior team coordinates the work. You don't recruit or manage staff.
03
Your advisers stay.
Your banks, investment managers, accountants and lawyers work to one brief and one plan.
04
You can leave with everything.
If you move provider or bring the office in-house, everything goes with you.
Your time: a quarterly board meeting. Your role: Chair.
WHAT YOU PAY
One fee, agreed in advance. Not a share of your wealth.
MANAGED FAMILY OFFICE · FIXED ANNUAL FEE
From
£100,000
per year, agreed in advance and set out in your engagement letter
- Not a percentage of your wealth
- Doesn't rise with portfolio size or market growth
- Covers the whole service, including managing part of your portfolio if you ask us to
WORKED EXAMPLE
What a typical 1% annual fee would cost in year one, compared with our fixed fee.
| Assets | Fee | Relative size | Cost in year one |
|---|---|---|---|
| £20m | |||
| 1% fee | £200,000 | ||
| Quantum Life | from £100,000 | ||
| £50m | |||
| 1% fee | £500,000 | ||
| Quantum Life | from £100,000 | ||
| £100m | |||
| 1% fee | £1,000,000 | ||
| Quantum Life | from £100,000 | ||
Building your own family office costs an average of US$3m a year to run, and US$0.9m even for the smallest (J.P. Morgan Private Bank, 2026 Global Family Office Report).
Illustrative only. 1% is used for illustration, not as a typical or average rate; fees vary by provider and many firms charge less than 1% on larger portfolios. Both figures exclude fund, custody, transaction and other advisers' costs. Our fee is a starting point; each engagement is scoped and agreed individually.
THE ALTERNATIVES
Three ways to run family wealth
Each can work. They differ in who owns the office, who runs it and how the cost is set.
Managed Family Office
- Whose office is it
- Yours, in your family's name
- Who runs it
- Our senior team
- Annual cost
- From £100,000, fixed in advance
- Your role
- Chair
Build your own
- Whose office is it
- Yours
- Who runs it
- Staff you recruit and manage
- Annual cost
- US$0.9m–$6.6m on average
- Your role
- Chief executive
Private bank or wealth manager
- Whose office is it
- No office; a relationship on the provider's systems
- Who runs it
- A relationship manager focused on the assets they hold
- Annual cost
- Usually a percentage of assets
- Your role
- Client
Services vary widely between providers; this describes common features, not any particular firm. Build-your-own costs: J.P. Morgan Private Bank, 2026 Global Family Office Report.
Questions & answers
Frequently asked questions.
A family office set up in your family's name and run for you by Quantum Life's senior team. It coordinates your investments, tax, legal structures, estate planning, succession and reporting as one plan, without you having to build or staff your own office.
A fixed annual fee from £100,000, agreed in advance and set out in your engagement letter. It is not a percentage of your wealth and doesn't rise automatically with portfolio size or market growth.
No. Your existing banks, investment managers, accountants and lawyers can stay. We give them one brief and coordinate their work to one family plan.
Your family office, records and decision history are held in your family's name, so everything goes with you if you appoint another provider or bring the office in-house.
Families with around £20m–£100m in investable assets who want family office oversight without the cost of building their own.
Next step
Let's start with a conversation.
A free, no-obligation call to understand where you are, what you want next, and whether we're the right people to help.
No products. No pressure. Around 30 minutes.