Catherine Grum Email and Phone Number
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Catherine Grum personal email
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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.
The Beacon Collaborative
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FounderCatherine Grum Consultancy Ltd Jun 2023 - Present
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Chair Of The Board Of TrusteesThe Beacon Collaborative Jun 2021 - Present
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Partner, Head Of Family Office ServicesBdo Uk Llp Sep 2020 - Jun 2023London, Gb -
Head Of Family Office ServicesKpmg Oct 2015 - Sep 2020Toronto, On, CaI 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 -
Managing Director, Head Of The Private OfficeSalamanca Group Feb 2014 - Jun 2015London, GbCatherine 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. -
Head Of Wealth Advisory (Emea)Barclays Wealth Management Aug 2009 - Dec 2013London, GbResponsible 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 -
AssociateAllen & Overy Llp 2003 - 2009London, GbPrivate Client Solicitor specialising in Family Offices, complex trust structures and RND taxation
Catherine Grum Skills
Catherine Grum Education Details
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University Of OxfordJurisprudence
Frequently Asked Questions about Catherine Grum
What company does Catherine Grum work for?
Catherine Grum works for The Beacon Collaborative
What is Catherine Grum's role at the current company?
Catherine Grum's current role is Advising enterprising families on succession planning, family office creation, governance and philanthropy.
What is Catherine Grum's email address?
Catherine Grum's email address is ca****@****l.co.uk
What is Catherine Grum's direct phone number?
Catherine Grum's direct phone number is 44 1484 4*****
What schools did Catherine Grum attend?
Catherine Grum attended University Of Oxford.
What skills is Catherine Grum known for?
Catherine Grum has skills like Trusts, Wealth Management, Cross Border Transactions, International Tax, Estate Planning, Private Banking, Wealth, High Net Worth Individuals, Wealth Management Services, Financial Advisory, Financial Services, Tax.
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