The portfolio has an investment committee.

The trusts have their lawyers.

The education brief has whoever happened to be free on Friday.

The requests arrive one at a time. The principal’s eldest needs a place by January, and someone brilliant at reporting, compliance, or property becomes the education department overnight. Then comes a tutor before the exams, and an honest view on whether a child can get into Oxford. A younger sibling with serious sporting or artistic ambitions needs an accredited academic pathway flexible enough for training, competition, rehearsals, performances, and travel. Then a mentor, and a move between countries.

Your office handles each request quickly and well, as the best family offices do. The opportunity is to give the whole brief a single owner.

The leading family offices see succession as more than growing and transferring wealth. It is also about preparing the people who will carry the family’s legacy forward. UBS’s Global Family Office Report 2026 found that 27% of the 307 offices surveyed already have an organised process to prepare the family’s younger members for their future roles. Those offices are setting the standard.

Families plan for years what their children will inherit. The strongest offices now plan, with the same care, how those children will be prepared to carry it forward.

This is what GlobalEd does. A dedicated Education Architect becomes your office’s education partner for the long term, owning the whole brief from childhood into adult life: the strategy, the academic path, university positioning, the right mentors and specialists, and the preparation each child needs to step confidently into their own future.

Your office remains at the heart of the family’s world, holding the relationship and the oversight as it always has. We work alongside you with the same discretion and long view you bring to the capital. For the family, it means their children are known, guided, and prepared. For you, it means one of the family’s most important long term priorities is in expert hands.

To discuss partnering with GlobalEd: globaledstrategies.com/uhnw-families 

Source: UBS, Global Family Office Report 2026, p. 38: 27% of 307 family offices reported “an organized process to educate/prepare the next generation for their future role/responsibilities” (surveyed 22 January to 30 March 2026).