A private client adviser directory you can check.
This family office adviser directory exists for UHNW families, not for advisers. Every profile traces back to an independent editorial source that identified this person before we did. There is no application process.
Independent rankings. Our independent read of them.
We don't score advisers or conduct our own research. We draw on work already done by the most rigorous independent rankings in private client advisory — Chambers, Legal 500, Citywealth, and others.
An adviser appears here when at least one approved source has identified them. When several independent sources converge on the same name, we call that a cross-listing — and it is the strongest signal we surface. An adviser cross-listed across multiple sources has cleared scrutiny from editorial teams working independently of each other.
36 of 584 advisers currently cross-listed.
Approved sources
We draw only from sources that apply genuine research criteria: peer nominations, client interviews, documented track records.
We do not draw from sources where inclusion depends primarily on commercial arrangements or self-nomination without independent verification.
Source diversity is a rule, not a goal.
No source may account for more than 40% of the total database. Without this cap, the directory would slowly become a proxy for whichever publication happens to cover the most ground — useful to that publication, less useful to someone trying to find an adviser.
We track source distribution and prioritise under-represented sources when adding new entries.
any single source
may hold
Inclusion is never for sale.
Across the adviser directory market, commercial arrangements routinely shape who appears and how prominently. Subscription fees, paid-for profiles, tiered listings — whether or not they formally affect rankings — pull decisions away from editorial quality.
The Family Office Almanac doesn't work that way. There's no fee to be included. No paid tier affects a profile's position in search results. Advisers cannot apply to be added — the approved sources do the selecting.
We sell access and visibility to UHNW families and family offices.
We don't sell recognition to advisers.
Factual. Traceable. No gaps filled in.
Name, firm, role, geography, category, and the source or sources that identified this adviser. Where the same adviser appears in more than one source, we show the cross-listing count.
For wealth managers and family office advisers, we also show structural independence (independent, captive, affiliated) and remuneration model where verifiable from public or confirmed sources.
Fields we cannot verify are left blank. We don't infer or estimate.
Verify your profile
If you appear in the Almanac, you can claim your profile to confirm its accuracy, add missing information, or flag anything incorrect. Claiming has no effect on your inclusion status or your position in search results — those depend on the sources alone.
If you think your profile contains an error, get in touch. We review and respond within 7 working days.
How does an adviser get listed?
Advisers are added editorially when they appear in credible, independent rankings of advisers to family offices and UHNW individuals. There is no fee and no way to pay for placement.
What counts as a credible source?
Editorial and survey-based rankings compiled by recognised titles and professional bodies — such as Chambers HNW, Legal 500, Citywealth, eprivateclient, STEP and Spear's. Paid or self-submitted directories are excluded.
What is cross-listing?
Cross-listing is when the same adviser is independently recognised by more than one source. The more independent sources name an adviser, the stronger the quality signal — it is the proprietary measure at the centre of the Almanac.
Can an adviser change their own ranking?
No. Recognition, sources and standing are locked. A verified adviser can correct biographical details and add context, but never the recognition that placed them in the register.
Is the ranking for sale?
No. The Almanac sells access and visibility to UHNW families and family offices. We don't sell recognition to advisers.
- We don't rank advisers against each other. Profiles are not ordered by quality.
- We don't accept applications or nominations from advisers or their firms.
- We don't charge for enhanced visibility in search results.
- We don't publish sponsored profiles or editorial content funded by listed advisers.
- We don't invent, estimate, or paraphrase. Every fact is traceable to a source.