i.
Discretionary Portfolios
Mandate-managed portfolios tailored to each family's income, risk and liquidity profile.
- Multi-asset strategy
- Liquid & private markets
- Quarterly reporting
A small practice, in its twenty-eighth year
Patient stewardship for the generations that follow.
Northcourt & Co advises multi-generational families on discretionary portfolios, estate structuring and philanthropy. Our client conversations are private, our methods considered, and our senior advisors personally accountable on every relationship.
Services
Four disciplines, one stewardship.
ii.
Succession & Estate
Intergenerational planning covering trust structures, gifting and cross-border considerations.
- Trust & foundation
- Gift & inheritance
- Family governance
iii.
Philanthropy
Structured philanthropic advisory — from first donation to multi-decade foundation management.
- Charity structuring
- Grantmaking strategy
- Impact reporting
iv.
Private Markets
Curated access to vetted private-equity, private-credit and real-estate opportunities.
- Vetted GP access
- Direct co-investment
- Liquidity management
Approach
A considered onboarding.
01
Introduction
An unhurried first conversation with a senior advisor — no deck, no pitch, no junior hand-offs. We like to understand the family first.
02
Discovery
Two to four working sessions to map family circumstances, commitments, and objectives across current and next generations.
03
Proposal
A written mandate proposal — strategy, risk, liquidity and fees — discussed with the family council before any commitment is made.
04
Onboarding
Mandate signed, portfolio structured, and the first quarterly board pack delivered within ninety days of mandate signature.
Advisors
Senior, and personally accountable.
Helena Northcourt
Senior Partner
28 years in discretionary portfolio management.
Douglas Merritt
Partner · Estate
Cross-border estate for UK and EU families.
Anya Okafor
Partner · Philanthropy
Foundation structuring & grantmaking.
Rafael Cordeiro
Partner · Private Markets
Vetted GP access and co-investment.
Enquire
A private introduction, handled personally.
Offices
- London
- 38 Lombard Street, EC3V 9BQ
- Edinburgh
- 9 Charlotte Square, EH2 4DR
- Telephone
- +44 20 7000 0000
- Enquiries
- [email protected]
- Hours
- Mon–Fri, 08:30–18:30 BST