About Us
From accountancy roots to family-office-led advisory
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A family-office-led advisory firm, grounded in accountancy and built for the complexities of modern family wealth.
Our firm's origins are in accountancy—where precision, discipline, and financial integrity are non-negotiable.
Over time, as our clients' wealth, businesses, and family dynamics became more complex, so too did the nature of the questions they brought to us. What began as accounting and tax support evolved into broader advisory conversations around ownership, governance, succession, and long-term stewardship.
Today, we operate as a family-office-led advisory firm. We retain the technical depth of a professional accountancy practice, while offering families, businesses and business owners the integrated, forward-looking advice required to manage wealth and enterprise across generations.
What Drives Us
Our Objective
To deliver clarity, control and confidence to individuals, families and businesses whose financial affairs demand more than conventional accounting solutions. We provide an integrated advisory function that brings order to complexity and direction to important decisions.
Our Mission
To act as a trusted financial and strategic partner, combining the discipline of professional accountancy with the breadth of family-office advisory. We work alongside clients to protect value, optimise structures, and ensure continuity across generations and jurisdictions.
Our Vision
To be the foremost family-office-led advisory firm for complex financial lives, recognised for the depth of our technical expertise, the integrity of our counsel, and the lasting value we help build for the families, founders and enterprises we serve.
Our Foundation
Precision
Rooted in accountancy, we bring meticulous attention to every detail of your financial affairs.
Discipline
Structured approaches and consistent oversight ensure nothing falls through the cracks.
Integrity
Financial integrity is non-negotiable—we uphold the highest ethical standards in everything we do.
Why Choose DFO
What sets us apart is not any single capability, but the way we bring everything together around you.
Accountancy at the Core
Every engagement is underpinned by rigorous financial discipline. Our roots in professional accountancy mean nothing is assumed and everything is verified.
One Integrated Team
No hand-offs between departments. Your advisory team works together as a single unit, with shared context and coordinated delivery.
Qualified & Regulated
Our team holds recognised qualifications from ICAEW, ACCA, CIMA and other professional bodies, ensuring the highest standards of competence.
Tailored, Not Templated
We build advisory structures around your actual situation. No off-the-shelf solutions, no unnecessary complexity.
Long-Term Perspective
We think in decades, not quarters. Our advice is designed to protect and grow value across generations.
Discretion & Trust
We understand the sensitivity that comes with significant wealth. Confidentiality and trust are the foundation of every client relationship.
Recognised by Leading Accounting Bodies
Our team holds qualifications and memberships across the UK and international accounting profession.
