Founded as a family office in 2004, OCM now advises 61 families and oversees £300m+ in assets, almost entirely through personal recommendation. We act as your family’s trusted executive team, coordinating every part of your financial world through one relationship.
Three decades of family wealth, in numbers.
61
FAMILIES ADVISED
£300m+
ASSETS OVERSEEN
2004
FAMILY OFFICE SINCE
10
IN THE FAMILY OFFICE TEAM
0.50%
ALL-IN ANNUAL FEE
Designed for families with £10m+ in wealth and genuinely complex affairs
The questions that keep wealthy families awake are rarely about investments.
Over the years we have found that the concerns families raise with us tend to revolve around a small number of questions.
- 01 Who is coordinating everything?
- 02 What happens if I die?
- 03 Are my children prepared?
- 04 Are my advisers working together?
- 05 Is the family becoming more complex than the wealth?
As wealth grows, families find themselves managing multiple advisers, Family Investment Companies, trusts, property portfolios, household employees, succession planning and increasingly complex family dynamics. What begins as successful wealth creation gradually becomes a family enterprise — one that needs coordination, structure and oversight.
Most wealthy families don’t need another adviser. They need someone to coordinate the ones they already have.
Designed for families whose financial lives have become complicated.
Our Family Office service typically supports:
Business owners and entrepreneurs
Running a business while the personal balance sheet grows alongside it.
Preparing for a sale or liquidity event
Where the transaction is the beginning of the complexity, not the end of it.
Family Investment Companies or trusts
Structures that need administering, reporting on and governing properly.
Property-owning families
Multiple assets and ownership structures needing consolidated oversight.
Multi-generational families
Wealth that has to pass down, together with the responsibility for it.
Families employing household staff
Payroll, contracts and HR obligations that come with private employment.
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Many of our clients already have trusted solicitors, accountants and investment managers. What they lack is someone coordinating them. That is where OCM Family Office adds value.
Built by a family,
for families
Over the last quarter of a century we have built our business, raised our family, navigated succession planning, managed growth and faced many of the same questions our clients ask themselves today — who is coordinating everything, are the right structures in place, will the next generation be prepared, and how do we preserve not just wealth but harmony.
We understand the realities of managing family wealth because we manage it ourselves. We advise from experience as well as expertise.
Jason and Charlie lead every family relationship personally, supported by the wider team — deliberately, because families value advice from the family that owns the business.
Integrated advice. Intelligent outcomes.
Exceptional wealth management needs more than good independent advice. It needs alignment — proactive investment oversight and integrated tax planning pulling in the same direction.
Independent Financial Advice (IFA)
Whole-of-market advice, never tied to a provider’s products.
Discretionary Fund Management (DFM)
In-house investment management, with decisions made by our own Investment Committee.
Specialist Tax & Intergenerational Planning
Comprehensive tax planning built into the strategy rather than bolted on afterwards.
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All under one roof. All working together. All focused on your family’s wealth.
Three families,
three kinds of complexity.
Selling a family business
The sale created wealth. It also created complexity.
- Successful business exit
- Wealth created
- Multiple adviser coordination
- Tax considerations managed
- Family governance oversight
- Long-term family strategy
Managing a property portfolio
The sale created wealth. It also created complexity.
- Substantial property holdings
- Multiple ownership structures
- Consolidated oversight
- Administration support
- Strategic governance
- Greater control and confidence
Preparing the next generation
The sale created wealth. It also created complexity.
- Wealth transitioning
- Beneficiary readiness
- Governance structures
- Family meetings
- Educational support
- Clearer succession planning
Jason Stather-Lodge
Founder, CEO & Chief Investment Officer
Chartered & Certified Financial Planner · 30+ years' experience
A structured approach, from first conversation onwards.
A structured process is essential to a successful family office. Ours aligns goals early and supports the relationship over the long term.
01 Discovery
Meet the adviser and ask questions, so that you feel comfortable.
02 Governance Review
Understand and define your objectives and agree outcome and risk parameters for managing.
03 Enterprise Assessments
Analyse your family, assets, and operations to identify opportunities and risks.
04 Strategic Planning
Develop a tailored strategy and comprehensive plan to achieve your goals.
05 Implementation
Execute the plan with precision and coordinate with all.
06 Ongoing Management
The asset management team will keep you up to date with the performance of your portfolio.
07 Family Review
Review progress towards planned objectives and ensure the strategy continues to meet your evolving needs.
OCM Multi Family Office
A dedicated family office designed to preserve, protect and grow wealth across generations.
Additional Benefits:
- Strategic financial advice
- Coordination of your advisers
- Platform and administration services
- Comprehensive tax planning and tax return services
- Discretionary investment management
- Ongoing investment oversight
- Access to our specialist team and expertise
Family Leadership & Governance
- Dedicated relationship management and direct access to senior leadership.
- Development of family constitutions, councils and governance charters.
- Structured family meetings and communication frameworks.
- Succession planning for wealth, leadership and family responsibilities.
- Conflict resolution and mediation support.
- Guidance and advice for wider family members
Wealth Strategy
- Ongoing strategic financial planning tailored to family objectives.
- Estate planning and intergenerational wealth transfer strategies.
- Lifetime cashflow and financial independence planning.
- Liquidity and capital management.
- Retirement and protection planning.
- Philanthropic and charitable giving strategies.
Investment Management
- Discretionary investment management aligned with family objectives.
- Strategic asset allocation and portfolio construction.
- Ongoing portfolio oversight, monitoring and rebalancing.
- Rapid investment response and emergency action during volatile markets.
- Regular market commentary and investment reporting.
- Annual investment strategy meeting with the Chief Investment Officer.
Tax & Estate Services
- Comprehensive personal and family tax planning.
- Income, capital gains and inheritance tax planning.
- Maximising available tax allowances and reliefs.
- Personal, trust and estate tax coordination.
- Tax return preparation, probate and estate administration.
- Trust, pension and intergenerational planning with fiduciary support.
Family Enterprise Management
- Family Investment Company administration and governance.
- Corporate governance and director support.
- Company secretarial and compliance services.
- Board meeting coordination and shareholder reporting.
- Trustee liaison and banking and lending coordination.
- Business, shareholder succession planning and strategic reviews.
Family Office Operations
- Banking coordination and payment administration.
- Family cashflow management and accounting.
- Consolidated financial reporting and record keeping.
- Insurance reviews and property administration.
- Asset registers and secure document management.
- Supplier management and day-to-day family office administration.
Payroll & Human Capital
- Company and household payroll management.
- PAYE, pension and auto-enrolment administration.
- Employee benefits and remuneration administration.
- Recruitment support and employment contract preparation.
- Staff handbooks, performance management and employment law support.
- Staff retention, development and human capital programmes.
Legacy, Philanthropy & Next Generation
- Family philanthropy and charitable giving strategies.
- Establishment and administration of charitable foundations.
- Impact investing aligned with family values.
- Wealth, trustee and governance education for future generations.
- Entrepreneurial development and financial education.
- Long-term family legacy and intergenerational planning.
The OCM Multi Family
Office Difference…
Traditional wealth management focuses on managing investments.Our Multi-Family Office manages the family’s financial life.
We become the central point of coordination for your wealth, ensuring every adviser, investment, trust, business interest, and family objective works together under one long-term strategy.
Additional Benefits:
- No initial advice fees on additional ISA, Pension or General Investment investments
- 24/7 online access
- Dedicated Family Office support
- Coordination of all financial affairs
- Multi-generational planning
The questions worth asking.
Anything else? A 30 minute discovery call is the quickest way to get straight answers.
How is my money protected?
OCM Wealth Management Limited is authorised and regulated by the Financial Conduct Authority, FCA Registration No. 418826. Please note the FCA does not regulate all areas of tax planning, estate planning or IHT planning.
Can you help prepare our children for inheriting?
Yes, and we consider it central rather than optional. We provide wealth, trustee and governance education, family meetings, family constitutions and charters, and next-generation development because many families transfer wealth successfully, and far fewer transfer responsibility, values and purpose.
Do you handle things beyond investments payroll, property, bill payment?
Yes. Alongside wealth, tax and investment management we run family office operations: banking coordination, bill payment, cashflow, accounting and reporting, property administration, document management, and both company and household payroll with full HR support.
What happens in a first meeting?
A free, confidential review. You meet the adviser, ask whatever you need to, and we identify where governance, succession readiness, adviser coordination, family enterprise structures, legacy planning or long-term stewardship could be improved. No obligation, and nothing to prepare.
Who will actually look after my family?
Jason and Charlie lead every family relationship personally, supported by a Family Office team of ten. That is deliberate: families value advice from the family that owns the business, and it guarantees continuity.
I already have a solicitor, an accountant and an investment manager. Why would I need you?
Most of our clients arrive exactly like that. What they usually lack is a single point of coordination. We become the hub working with your existing advisers rather than replacing them so there is one strategy and one relationship instead of several running in parallel.
How are your fees structured?
A single ongoing annual fee of 0.50%, covering discretionary investment management and full access to the Multi Family Office including strategic advice, adviser coordination, tax planning and return services, platform and administration, and access to our specialist team. There will be additional 3rd party fees including Platform and Fund Manager fees.
How much wealth do I need for your Family Office service?
Our Family Office is designed for families with [£10m+] in wealth and genuinely complex affairs typically multiple advisers, corporate or trust structures, property, or a business. If you are below that, our Wealth Management service may be the better fit and we will say so.
