Realise your dreams

We operate in partnership with entrepreneurs and family business owners to design, implement and manage comprehensive strategic and financial plans that encompass both private and business interests.


Entrepreneurs Office

One of the most important reasons for founding The Private Investment Office was to provide entrepreneurs and owner-managers with comprehensive and holistic advice that encompasses both their private and business interests.

Our team of experienced, successful entrepreneurs and finance experts, backed up by a network of specialist advisers and institutions, can offer you unrivalled, joined-up solutions to help you fulfil your financial objectives. Together, we can help you protect and grow your personal and business wealth.

If you are not sure how our Entrepreneurs Office can benefit you,
ask yourself these questions:

  • Do you have a clear overview of the financial health of your business shareholdings – and of the challenges and threats you may face?
  • Is it easy for you to get a snapshot of your overall finances, both business and personal, at any given point in time?
  • What are your long-term goals when it comes to your business interests and your personal finances? Do you have a robust gameplan with the right advisers in place to make it happen?
  • Are your business shareholdings and retained profits organised in the most tax-efficient manner possible? Is the advice joined up?
  • Could any problems faced by your business impact on your own financial arrangements and status? To what extent are your business and personal finances interdependent?
  • What plans do you have to expand your company? How will they be financed?
  • Do you have a succession plan in place for your business? Or are you more interested in a tax-efficient sale and exit?
  • Do you think you will ever retire?

The Private Investment Office recognises that, for driven entrepreneurs the world isn’t black and white.  Our insight and first-hand experience enables us to deliver a dynamic, all-encompassing approach to your affairs, whilst balancing the competing risks and rewards that straddle business and family finances.


Business Consultancy
from StratEx Partners LLP

In addition to the core wealth management capabilities that are exclusively delivered via The Private Investment Office, Tim O'Connor and Stefano Del Federico are the founders and co-owners of StratEx Partners LLP - a separate but equally specialised business that specifically provides commercial and business strategy guidance to small and medium sized entrepreneurs (SMEs) and the board members of family-owned businesses.

Tim and Stefano have significant experience and expertise in creating and building successful enterprises, gained from their long careers with major financial institutions and endeavour to bring know-how and resources to help clients take their business interests to another level.

Through StratEx Partners LLP, we undertake both adhoc and retained assignments for business clients to ensure their overall Strategy and its Execution are duly focused and realisable. Our tasks can include:

  • Business planning – for growth, succession, ‘key person’ exit, M&A or sale
  • Strategy execution – coordinating action with key stakeholders such as other professional advisers, banks, shareholders, suppliers, key clients
  • Shareholder risk and governance
  • Client proposition including market and competitor analysis
  • Finance and credit solutions
  • Foreign exchange
  • Business sale

For further information about these services please contact us here.


* StratEx Partners LLP is not authorised to provide financial advice. Any engagement, advice, duties or recommendations made by The Private Investment Office will remain wholly separate and distinct to the services and duties provided by StratEx Partners LLP. Information that is shared with StratEx Partners LLP may be shared with The Private Investment Office and vice versa but will otherwise remain confidential at all times. The Private Investment Office is a trading name of TPIO Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales number 11625638.