Rupert Phelps is family office services partner at Smith and Williamson. He provides strategic advice on family governance, succession planning, setting up single family offices and next generation preparation as well as client tax services and personal financial planning. A 20-year veteran of the financial services sector, he is a former director of family office services at BNY Mellon, global head of private banking and wealth management at Euro Money, with other senior roles at UBS Global Asset Management. He is an occasional contributor to Spear’s, a past winner of the Spears lifetime achievement award, and a Spear’s top family office services adviser.