Family Office Interview – a conversation with James Wilcox

Beyond the act of giving

read timeRead time: 12 mins

We speak with James Wilcox, Head of Private Offices at Floreat, about his thoughts on philanthropy and making an impact.

James Wilcox is Head of Private Offices at Floreat, an independent financial services group that advises on substantial wealth and provides private office services. In his thirty plus years of experience, James has managed some of the most complex issues faced by ultra-high net worth individuals and their families.

James leads on philanthropy and is therefore particularly focused on structuring legacy programmes for clients. He also serves on the boards of several charities and has previously served as a trustee for St. Paul’s Cathedral and a development board member for the Woolf Institute at Cambridge. He currently chairs AmazoniAlerta and is actively involved with his local church.

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