Services
At the heart of our approach is discretion, independence, and a commitment to building trusted relationships that endure. GSB Private Office exists to simplify complexity, empower decision-making, and position families for success across generations.
Wealth Management
Advisory services that bring structure to ambition
We help families preserve and grow wealth through holistic financial planning and cash flow forecasting, consolidated reporting, and independent investment and structuring oversight.
We ensure our clients’ assets work efficiently for them by providing a unique consolidated reporting platform that offers a single, transparent view of their entire wealth, across custodians, investments, and real estate.
This enables effective risk oversight, ensures asset allocation is managed at the total wealth level, and helps to manage costs. We work with leading private banks and investment managers, while also offering cost-efficient investment solutions across a range of platforms.
Services include:
- Financial & Tax Planning – Comprehensive, goals-based
financial planning, supplemented by specialist cash flow modelling - Consolidated Reporting – A single view across portfolios, custodians and overall wealth
- Investment Oversight – Access to leading investment managers, with independent oversight of performance and costs
Family Office Services
Comprehensive support for the realities of family life
Our Private Office offering goes beyond financial advice to support the wider needs of ultra-high-net-worth families. From family governance to legacy frameworks, we bring order and calm to multi-generational complexity.
Services include:
- Family Governance & Councils – Informal structures that guide decision-making, ensure fairness, and promote transparency across generations
- Succession & Legacy Planning – Frameworks to manage intergenerational transitions and preserve family values alongside capital
- Next Generation Development – Preparing future leaders through education, mentorship, and involvement in decision-making
- Strategic Philanthropy – Helping families articulate their purpose and build long-term impact initiatives
- Lifestyle & Administrative Support – Coordination of advisers, consolidated reporting, and oversight of family affairs to bring order and calm
Private Capital
We source, structure and oversee private investment opportunities with attractive risk-adjusted returns for investors
We provide families with access to high-quality private investment opportunities, bridging the gap between underserved middle-market corporate borrowers and private investors.
Our specialist expertise lies in sourcing, vetting and structuring unique private credit and transformational capital opportunities to protect downside risk and deliver attractive returns for investors.
Separately, we can also advise clients with operating businesses on debt and capital sourcing, acting as an experienced, independent adviser when structuring new facilities or refinancing existing arrangements with banks and credit funds.
Services include:
- Proprietary & Exclusive Deal Flow – Direct access to private credit and transformational capital opportunities, we focus on opportunities with clear security value and strong risk-adjusted returns
- Tailored Due Diligence & Structuring – We scope in-house and external due diligence to the business and its funding requirement, and tailor the commercial terms to meet the borrower’s needs whilst minimising risk for the investor
- Execution & Ongoing Monitoring – Once an investor has decided to invest, we support through documentation of the investment and then provide ongoing monitoring and borrower relationship management
- Corporate Debt Advisory – Structuring, negotiating, and arranging bespoke financing solutions for companies, with a focus on growth and transformational capital
Private Finance
Bespoke financing, structured around your life, your assets, and your long-term goals
With over 50 years of combined lending and debt advisory experience, we help individuals and corporates access liquidity around the world.
Using debt strategically allows clients to pursue opportunities that may have seemed out of reach, and by working closely with our wealth management colleagues, we structure solutions that maximise returns and tax efficiencies.
As an independent adviser, we access the whole global market, sitting on the client’s side to secure the best possible terms and structures for their needs. Our relationships span banks, funds, asset managers, family offices, and private investors across multiple jurisdictions.
Services include:
Real Estate Finance – Regulated, unregulated, bridging, and development finance across all asset classes, including buy-to-let, commercial, industrial, hotels and leisure, PBSA, build-to-rent, care homes, and land. We have strong expertise across the United Kingdom, Switzerland and the United Arab Emirates
Corporate Finance – Supporting business owners and decision makers in raising capital through asset finance, revolving credit facilities, invoice and trade finance, VAT and tax loans, MBO and acquisition finance. Our typical minimum transaction size is £1 million
Asset-backed Lending – Providing liquidity against high-value
assets such as digital asset portfolios, luxury vehicles, yachts, jets, concentrated stock positions, private company shares, fine art, collectables, and insurance policies