Family Offices and Foundations
OUR INSTITUTIONAL CLIENTS

Family Offices and Foundations

Our dedicated family office and foundations team leverages the resources, relationships and insights of the BlackRock to help family offices of all sizes achieve their objectives across a full range of private and public markets.

Why family offices and foundations partner with BlackRock

With an exclusive focus on asset management, BlackRock’s dedicated team of family office and foundations experts provide access to an array of investment opportunities across the risk-return spectrum. Our clients include a diverse list of single and multi-family offices, private foundations and endowments and consultants. Diversification and asset allocation may not fully protect you from market risk.

What we offer family offices and foundations

Working directly with the firm’s active equityfixed income and alternatives investment managers from around the world, BlackRock’s family office and foundations team leverages the business’ global presence to provide customised strategies for our clients. Furthermore, we dedicate substantial resources to our risk management platforms – such as BlackRock Solutions® - and collaboration between our risk and quantitative analysis group and investment professionals to monitor and help manage, although not fully eliminate, risk.

Access
BlackRock’s scale and position in capital markets gives it differentiated access to investment solutions globally that it passes on to investors
Investment performance
Our managers focus on generating return rather than increasing AUM
Risk management
Leverage services offered by one of the world’s most sophisticated risk systems for portfolio management
Insight
We can be a thought partner delivering creative solutions tailored to your portfolio and family office needs

BlackRock’s latest insights for family office investors

The World Ahead: Family Office Collective Intelligence Video Series
The Family Office Collective Intelligence Video Series – is a unique digital series featuring interactive video “conversations”, addressing topics of interest and challenges facing families of great wealth, including alternative investments, sustainability, wealth transfer, risk management and asset allocation, and digital adoption.
Family office video series

Gerardo Orendain: “Welcome to The World Ahead, BlackRock’s first ever Family Office Video Series– launching in Latin America from the heart of Mexico City. This is the space where we bring to Your Family Office our “Collective Intelligence”: stories that cover the span of topics we know family offices care about. At BlackRock, we place great importance and emphasis on the needs of the Family Office community, bringing experts in over 25 markets that trust us with over $50 billion dollars of Family Office global assets. Now we know that every family can be or is at a different stage in its journey, and therefore are presented with both amazing opportunities but continuous challenges. We believe it is important for all Family Offices to adapt and take action to “make their mark” in the world and to evolve in order to stay relevant. This space is a tailored, interactive – and at times personal – channel created specifically for you - to suit your needs and continue for us to partner in your investment journey and professional objectives. So, for now, let’s start a conversation. Let’s listen to each other. Let’s create together!”

Gerardo Orendain: “Welcome to The World Ahead, BlackRock’s first ever Family Office Video Series– launching in Latin America from the heart of Mexico City. This is the space where we bring to Your Family Office our “Collective Intelligence”: stories that cover the span of topics we know family offices care about. At BlackRock, we place great importance and emphasis on the needs of the Family Office community, bringing experts in over 25 markets that trust us with over $50 billion dollars of Family Office global assets. Now we know that every family can be or is at a different stage in its journey, and therefore are presented with both amazing opportunities but continuous challenges. We believe it is important for all Family Offices to adapt and take action to “make their mark” in the world and to evolve in order to stay relevant. This space is a tailored, interactive – and at times personal – channel created specifically for you - to suit your needs and continue for us to partner in your investment journey and professional objectives. So, for now, let’s start a conversation. Let’s listen to each other. Let’s create together!”

Meet our family offices and foundations

With local expertise across EMEA, BlackRock’s dedicated family offices and foundations team based in London serves as a central point of contact for investment and risk management services.

Sheryl Needham
Head of EMEA Family Offices and Foundations
Sheryl Needham is Head of BlackRock's Family Office business in EMEA and responsible for the firm's relationships with Family Offices and for delivering solutio
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Kelly McNamee
Director, United Kingdom
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Ellie Stoneham
Director, United Kingdom
Jesse Motion
Director, United Kingdom
Meredith Moran
Associate, United Kingdom
Marianne Schoenleber
Director, German Speaking Europe
Timo Seyfried
Analyst, German Speaking Europe
Taraneh Ahrabian
Director, German Speaking Europe
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Bertille Evrard
Associate, Middle East / French Speaking Europe
Lior Katz
Director, French Speaking Europe
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