Family office focus Sandaire is a family-owned international multifamily office offering tailored strategies across wealth management, succession planning, philanthropy, and legacy planning. Sales opportunity: position complementary high-touch services or expanded family governance solutions to current client assets and introduce cross-sell into related wealth management offerings.

Recent ownership shifts Historically acquired by Schroders and previously integrating with Cazenove Capital, with prior leadership and asset mix changes noted. Sales angle: engage for standalone advisory capabilities, alternative investments, or independent family office services that emphasize holistic independence and bespoke client service unaffected by large corporate restructuring.

Small firm footprint Current employee range is 11-50 with revenue below one million, indicating a boutique operation with potential capacity constraints but high personalization. Sales angle: offer scalable technology platforms, outsourced back-office support, or co-management arrangements to expand advisory capacity without diluting service quality.

Real estate expansion Sandaire has actively expanded into real estate management and development since 2019, signaling a strategic diversification into tangible assets. Sales opportunity: present specialized real estate investment vehicles, co-investment options, or real estate due diligence and structuring services to deepen client engagement in property across geographies.

Digital and tech stack Utilizes WordPress, Azure, Algolia, and other platforms, suggesting a modern but potentially lean technology footprint. Sales angle: propose technology modernization, data analytics, client portal enhancements, or cybersecurity and compliance services to improve client experience, reporting, and regulatory readiness.