About
Circle 26 is the operating standard for Lean Family Offices — the standard, the method, and the peer circle for the people who run complex family wealth without an institution behind them.
Why we exist
Below it, private banking serves families well enough — one relationship, one set of products, one jurisdiction. Above it, the full single family office provides everything, at seven figures a year and a payroll the family now owns.
In between sits a large group of families with genuine operational complexity: several entities, more than one jurisdiction, a bench of advisors, a generation coming up behind. Too complex for private banking to coordinate. Not at the scale that justifies an institution. For them, the model on offer has always been the same — improvise, and let one person hold it together.
That person exists in almost every one of these families. Sometimes it's the principal. More often it's a chief of staff, a family office manager, or a family member who inherited the job. They hold the full picture from memory, coordinate what no advisor is paid to coordinate, and carry the consequence when something falls between the gaps.
They have had no standard to work to, no benchmark, and no peers who understand the role. Circle 26 exists to change that.
Our mission
We set the standard for how complex family wealth is governed, recorded and coordinated — and we equip the people who do that work with the method, the tools, and the peer group to do it well.
Our principles
The convictions the work is built on.
We take no fee, rebate or commission from any provider we organise. We don't manage assets, take custody, or sell products. Nothing we recommend is steered by what we would earn, because we earn nothing from any of it. Independence declared is a claim; independence built into the revenue model is a fact.
The record, the system, the documents — in open formats, on infrastructure the family controls, working with or without us. You cannot own your own infrastructure through a firm that is also trying to own your assets.
Every family office runs on knowledge. The question is only whether that knowledge exists anywhere other than one person's memory. Capable people hold complex structures together personally for years — until the first time they can't. Writing it down is not bureaucracy; it is the difference between an office and a dependency.
Every governance document carries a review date. A charter, an authority framework, a succession plan — all of them change as a family's situation changes. Treating them as permanent is the single biggest reason most of them never get written at all.
Success is measured by how well a family's own people run their office, not by how much they need us. We would rather build a team that outgrows us than a client that can't.
Nothing is scoped, priced or built before the office has been seen. Any firm that recommends before it understands is guessing, and the family pays for the guess later.
Intelligence — automation, analysis, whatever comes next — is only ever as good as the data architecture underneath it. A system built on scattered records produces confident answers to the wrong questions. Get the structure right, own it, and everything built on top of it becomes possible. That order never reverses.
Independence
We don't manage your assets.
We don't take custody.
We don't sell products.
We don't advise on tax or law.
We don't charge based on your assets.
We take no fee, rebate or commission from any provider we organise. Ever.
We earn nothing from any decision made inside the systems we build.
You cannot own your own infrastructure through a firm that is also trying to own your assets.
The name
The circle is the complete picture — everything a family has, resolved into one — and a line with no end, because we build for continuity.
The 26 is the alphabet: twenty-six letters, the first system humanity built for turning memory into record. A finite structure, infinitely expressive.
That is what we build for families — and why the name was never just a name.
The team
Senior practitioners, decades of institutional experience, one purpose. Every engagement is led by the people on this page.
Led private wealth structuring platforms for ultra-high-net-worth principals; family office director for a global entrepreneurial family. Author of the methodology behind every Circle 26 engagement.
LinkedIn
Growth, operations and execution across communications, partnerships, process design and technology implementation.
Fifteen years turning complex technology into working systems. Co-founded and led a family office technology platform from zero to market. Leads engineering and every deployment.
LinkedInQuestions
Membership fees, the Wealth Clarity Session, and a small number of fixed-fee implementation engagements. That's the complete list. No basis points, no referral income, no product margin, no data monetisation.
No. We don't manage assets, take custody, sell products, or charge on assets. We set the standard for how Lean Family Offices are run and equip the people who run them. Your advisors stay yours.
No — and that's the point. We keep the standard; your people run the office. Where a family wants it built rather than learned, we do that too, and hand it over.
Most families who work with us do. What we add is the standard, the method, and the senior experience of having built this before — then your people run it, better equipped than they were.
Take the free assessment and see how your office stands today — where you're strong, where the gaps are, and whether a system like this is right for your family.
Take the assessment