Founder
Current
Catherine Grum Consultancy Ltd
Jun 2023 - Present
AeroLeads people directory · profile
Catherine Grum Email & Phone Number
Advising enterprising families on succession planning, family office creation, governance and philanthropy
at
The Beacon Collaborative
1 work email found
@hotmail.co.uk
2 phones found area 148 and 201
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Advising enterprising families on succession planning, family office creation, governance and philanthropy
Location
United Kingdom
Who is Catherine Grum? Overview
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Quick answer
Catherine Grum is listed as Advising enterprising families on succession planning, family office creation, governance and philanthropy at The Beacon Collaborative, based in United Kingdom. AeroLeads shows a work email signal at hotmail.co.uk, phone signal with area code 148, 201, and a matched LinkedIn profile for Catherine Grum.
Catherine Grum previously worked as Founder at Catherine Grum Consultancy Ltd and Chair of the Board of Trustees at The Beacon Collaborative. Catherine Grum holds Ma (Oxon), Jurisprudence from University Of Oxford.
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Email format at The Beacon Collaborative
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{first}.{last}@hotmail.co.uk
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Profile bio
About Catherine Grum
I help Family Offices and other enterprising families organise themselves effectively and with purpose. I have worked with successful families my whole career and have both technical and practical experience of how to help. I started as a lawyer at Allen & Overy, creating estate and succession plans and establishing trust structures and family offices. I then gained a broader perspective as a wealth adviser at Barclays Wealth then head of the Private Office at Salamanca Group and most recently as Head of Family Office Services at KPMG. I have not only drafted trust deeds and advised on how to restructure family offices but I have also sat on investment committees and the boards of trust companies.My real passion is to help families engage and connect with their wealth with meaning and purpose. For some this means working with them to establish a family wealth plan or facilitating a programme to support the next generation, for others it might be identifying how they can start their journey into philanthropy or conducting a review of the family office or trusts they already have in place to ensure they still align with their objectives and remain fit for purpose.The views expressed in posts on this site are solely my own.
Listed skills include Trusts, Wealth Management, Cross Border Transactions, International Tax, and 12 others.
Current workplace
Catherine Grum's current company
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7 roles · 24 years
Catherine Grum work experience
A career timeline built from the work history available for this profile.
Chair Of The Board Of Trustees
Current
Jun 2021 - Present
Partner, Head Of Family Office Services
Sep 2020 - Jun 2023
Head Of Family Office Services
I lead Family Office Services, KPMG's Family Office centre of excellence. My role is focused on advising enterprising families of all shapes and sizes, giving them access to the breadth of KPMG and sharing best practice and experience from other families.Drawing on over 50 different services, we are able to help and support families and family offices in 4 key areas:- Establishing a Family Office from the strategic plan to the location and structuring advice- Running and operating a Family Office- The family's assets whether these are direct investments, real estate or yachts and planes- Looking to the future, their legacy and succession
Oct 2015 - Sep 2020
Managing Director, Head Of The Private Office
Catherine established and then headed the Private Office for Salamanca Group. It offered trust services, property management, lifestyle services, personal security and education advice from offices in London, Geneva, Jersey, Cape Town and Mauritius. She also sat on the boards of the Jersey, Geneva and Mauritius trust companies and chaired the trust holdings board in London. Ideally suited to deliver the model, Catherine is solution driven to support clients’ needs to deliver on their personal and strategic objectives. She combines both a strong legal background and broader wealth management with commercial understanding and a natural gravitas that makes her stand out from her peers and successfully lead a team of 120 across multiple jurisdictions. Catherine has achieved a wealth of experience from her education and career path. She holds an MA (OXON) in Jurisprudence from Oxford University, is a qualified Solicitor and Trust and Estates Practitioner, and has applied her technical knowledge formerly at Allen & Overy LLP and latterly at Barclays Wealth Management as Head of Wealth Advisory (EMEA). Well known and respected in the Private Client industry, Catherine speaks regularly at conferences and has received several industry awards including most recently, winner of the Young Practitioner of the Year 2014/2015 STEP Private Client Awards.
Feb 2014 - Jun 2015
Head Of Wealth Advisory (Emea)
Responsible for wealth advisory strategy and delivery across EMEA specialising in family offices, international wealth structures and country relocations.Involved in various strategic projects including the successful establishment of a specialist RND banking team Consulting services for international clients and family offices
Aug 2009 - Dec 2013
Associate
Private Client Solicitor specialising in Family Offices, complex trust structures and RND taxation
2003 - 2009
~6 yrs
1 education record
Catherine Grum education
-
University Of Oxford
FAQ
Frequently asked questions about Catherine Grum
Quick answers generated from the profile data available on this page.
What company does Catherine Grum work for?
Catherine Grum works for The Beacon Collaborative.
What is Catherine Grum's role at The Beacon Collaborative?
Catherine Grum is listed as Advising enterprising families on succession planning, family office creation, governance and philanthropy at The Beacon Collaborative.
What is Catherine Grum's email address?
AeroLeads has found 1 work email signal at @hotmail.co.uk for Catherine Grum at The Beacon Collaborative.
What is Catherine Grum's phone number?
AeroLeads has found 2 phone signal(s) with area code 148, 201 for Catherine Grum at The Beacon Collaborative.
Where is Catherine Grum based?
Catherine Grum is based in United Kingdom while working with The Beacon Collaborative.
What companies has Catherine Grum worked for?
Catherine Grum has worked for Catherine Grum Consultancy Ltd, The Beacon Collaborative, Bdo Uk Llp, Kpmg, and Salamanca Group.
How can I contact Catherine Grum?
You can use AeroLeads to view verified contact signals for Catherine Grum at The Beacon Collaborative, including work email, phone, and LinkedIn data when available.
What schools did Catherine Grum attend?
Catherine Grum holds Ma (Oxon), Jurisprudence from University Of Oxford.
What skills is Catherine Grum known for?
Catherine Grum is listed with skills including Trusts, Wealth Management, Cross Border Transactions, International Tax, Estate Planning, Private Banking, Wealth, and High Net Worth Individuals.
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