Strategic Family Office was founded by Stephen Marsh, who for many years refined and developed the concept to address the complexities of his own financial situation, coordinating a team of experts - from bankers to lawyers, accountants and money managers - to look after all aspects of his family's affairs. Today, we have evolved and formalised this service, catering to the needs of materially successful business owners, individuals and their families.
Stephen launched Strategic Family Office to deliver clarity, security and a sense of direction to successful clients and their families.
Strategic Family Office was created as a result of Stephen’s own need for a ‘Chief Financial Officer’ to co-ordinate the team of experts looking after all aspects of his financial affairs, personally and for the business.
The firm is committed to delivering a world class service, strategically partnering with other trusted professionals who focus on sourcing the very best solutions to meet client’s needs.
STEVEN HOTHAM CFP
FAMILY OFFICE DIRECTOR
Steven passionately believes clients should live their life by their own design; helping them to identify and then realise their goals.
Clients appreciate Steve’s open, honest and proactive approach. He starts by helping them to consider their ‘why?’ and then visualise what is possible. Working in partnership, he creates a plan to support them in managing their wealth.
When Steve is away from the office, he enjoys spending time with his family, travelling, cooking (and eating!). He also enjoys rugby, reading and playing guitar.
TECHNICAL SERVICES MANAGER
Our Technical Services Manager, Cliff looks after communications and all of the technical paraplanning we require for our client reports.
His role as a Financial Adviser prior to joining us ensures he understands the intricate needs of our clients. This, coupled with his strong technical knowledge, problem solving skills and attention to detail, make him highly effective.
We asked Cliff to name the historical figure he most admires. He cited Winston Churchill, for his achievements and defiant nature.
BUSINESS DEVELOPMENT DIRECTOR
Our Business Development Director, Darren is responsible for establishing and maintaining our strategic alliances with other professional firms. This ensures clients have access to the most appropriate services and solutions to meet their individual needs.
Darren has held various roles within the financial services industry and is a Chartered Financial Planner, and holds the STEP Diploma in Trusts and Estates (England & Wales).
Outside of work Darren enjoys spending time with his family. He also has a keen interest in most sports, but apart from the occasional social round of golf, most are enjoyed from the touchline, the stands or the armchair!
Tina is the office Executive Assistant. She provides help behind the scenes to support the Directors and ensures the team stay organised.
Tina’s biggest strengths are her attention to detail, organisational skills and her ability to communicate with people at all levels. She joined the practice because she felt she could add to the dynamic of the team.
At the weekend you are most likely to find Tina relaxing with her family and friends. If she won £10 million tomorrow, she would design her very own ‘Grand Designs’ home.
FAMILY OFFICE MANAGER
Gail is our Office Manager, responsible for managing the day-to-day running of our office. She is instrumental in ensuring processes are adhered to and we maintain efficiency.
We refer to Gail as the glue that holds our office together. She draws on her experience in banking and other financial services roles, to keep the business moving forward.
Her attention to detail, logical approach and determination is reflected in a very successful career in dressage with her three horses competing at the National level.
Felicity is a key member of our Client Service team, responsible for all aspects of the day-to-day administration we undertake on behalf of our clients.
As a client of Strategic Family Office you will have phone or written contact with Felicity, as she works behind the scenes to ensure you have a seamless experience.
When asked what superpower she would most like to have she replied "Teleportation as it would be lovely to be able to 'pop' over to see my friend in Australia for the weekend."