VALUE IS FORGED
NOT INHERITED
WHO
WE ARE
PRIVATELY OWNED
Fordham is a privately owned company created by Venetia Lean. She was involved in the set up of her family's private bank and oversaw the family office activities for international wealthy families over the last 15 years.
HERITAGE
Shareholder heritage brings a true understanding of UHNW families and the concerns and challenges involved in managing and preserving wealth.
REGULATED
Fordham is an international multi-family office regulated by the Commission de Surveillance du Secteur Financier (CSSF), in Luxembourg. (N°06/16)
INTERNATIONAL
We understand that families are transnational. Our services are designed accordingly.
Support the preservation of family wealth accross generations through sound governance.
WHAT WE DO
A Holistic approach on each client's unique situation
Centralised management and communication
Access to specialist knowledge
Recommendations and choices
ESTABLISH a plan with the family
COORDINATION of the implementation
BESPOKE reporting
MONITORING of the ongoing strategy
IDENTIFICATION of needs and objectives
FIRST WE LOOK at the overall situation of the family
SELECTION of the most suitable experts
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OUR VALUES
INDEPENDENCE
EMPATHY
DISCRETION
OUR ADDRESS
CONTACT
US
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