Family Office
We understand family
because we are a family!
Founded as a family office in 2004, we now advise 61 families, overseeing £300m+ in assets — all through personal recommendation - something we value deeply, alongside our independence.
Learn Moreover 30 years of expertise
The OCM Family Office acts as your dedicated Chief Financial Officer or Finance Director, providing a centralised, private hub for your family’s entire financial world. Drawing on more than 30 years of expertise and guided by a deeply personal approach, we simplify the complexities of wealth so you can focus on what matters most: building, protecting and preserving your family’s future.
Navigating the increasingly complex worlds of taxation, investment and strategic planning alone can be overwhelming. We believe that being wealthy should not be a burden. At OCM, we remove the stress by creating clearly defined, adaptable plans that evolve with the ever-changing landscape. Our focus is simple: to make wealth not only secure, but enjoyable.
Expertise and Experience
As a wealthy family working with OCM, your relationship will always involve Jason and Charlie as your lead advisers, supported by the wider team. We do this deliberately. From experience, we know that families value advice from the family that owns the business, and this also guarantees continuity and consistency of service.
We share a personal understanding of the challenges you face because, in many cases, they are challenges we face ourselves. That firsthand insight, practical, lived and deeply personal, is invaluable in shaping advice that is both thoughtful and relevant. We take great pride in it.
Integrated Advice
Intelligent Outcomes - The Power of 3
At OCM, we believe exceptional wealth management requires more than good independent advice — it requires alignment and bringing together strong proactive investment oversight and integrated tax planning. Our Power of 3 model brings together:
Independent Financial Advice (IFA)
Discretionary Fund Management (DFM)
Specialist Tax Advice & Integrated Intergenerational Planning
All under one roof. All working together. All focused on your family’s wealth.
Multigenerational Approach to Private Wealth
Our Family Office service integrates the full spectrum of investment, structuring, and governance disciplines required to preserve, grow, and transfer substantial wealth across generations.
Every mandate begins with clearly defined family outcomes. From there, every asset, structure, and strategy is aligned to deliver those objectives efficiently, responsibly, and sustainably.
Our Core Pillars
Outcome-Driven Investment Stewardship
Institutional-quality portfolio construction aligned with family objectives, risk tolerance, and long-term capital preservation.
Access to Private Markets
Curated access to private equity, private credit, real assets, and specialist opportunities typically unavailable to individual investors.
Intergenerational Tax Planning Framework
Structured, forward-looking tax planning designed to optimise wealth transfer and mitigate long-term liabilities.
Family Investment Companies & Corporate Structuring
Strategic use of corporate vehicles to enhance control, efficiency, governance, and succession flexibility.
Succession & Governance Strategy
Clear frameworks that define roles, decision-making processes, and long-term stewardship principles.
Philanthropic Capital & Legacy Planning
Structured charitable giving and impact strategies aligned with family values and legacy objectives.
Family Infrastructure & Consolidated Oversight
Coordinated reporting, professional adviser integration, and centralised oversight to ensure clarity and control.
Next-Generation Stewardship & Education
Preparing future custodians of wealth through education, engagement, and responsibility frameworks.
Concierge Services
Discreet coordination across legal, tax, lifestyle, and professional services to support complex family needs.
The Team
The OCM Family Office team has earned a distinguished reputation for its deep insight into the complex needs and long-term aspirations of wealthy families. At its core is a highly experienced leadership trio, bringing together more than 75 years of collective expertise in advising private clients at the highest level.
The foundations of this partnership were established over 25 years ago at Ernst & Young, where Jason and Paul began working together and developed a shared philosophy of rigorous advice and uncompromising client service. In 2024, Paul integrated his practice into OCM, further enhancing the firm’s depth of expertise and strengthening our ability to deliver a truly first-class family office experience to an expanding client base.
Today, the team of 10 people is led by Jason, Paul and Charlie with the latter being carefully mentored and developed to play an increasing role in the day-to-day management of the family business and with the family office clients, ensuring continuity for the next generation.
Jason Stather-Lodge
Chartered Wealth Manager (CII & CISI) / CEO & Founder
Charlie Lodge
Chartered Wealth Manager (CII) / Director
Paul McDevitt
Chartered Wealth Manager (CII) / Director
”The aim is to deliver the clients’ required outcome and protect capital, with asset split depending on our perception of asset and portfolio volatility and the clients’ acceptance of it.
Jason Stather-LodgeCEO and CIO & Founder - OCM
Let’s Talk,
From Our Family To Yours
For further details on our Family Office Services, please contact us.
