Headway Wealth launches family office offering

Durham-based wealth management firm Headway Wealth has launched a new family office service, Headway Wealth Family Office.

Founded in 2019, Headway Wealth advises individuals and families on cross-border wealth management, structuring, and investment planning.

The firm said that its family office service was launched to provide clients with cross-wealth coordination, oversight, and alignment as their wealth, and resulting complexity, grew.

The offering is aimed at founders, next-generation principals, and internationally mobile families.

Headway Wealth Family Office will look to bring together investment strategy, opportunity access, governance, reporting, and generational planning with bespoke frameworks.

“Over the years, I’ve worked with families whose wealth, structures and responsibilities have become increasingly complex,” said Headway Wealth CIO and head of family office, Chris Wheatley.

“What many of them needed wasn’t another adviser, but someone to help bring everything together.

“Our role is to sit on the client’s side of the table, helping them make better decisions with greater clarity, confidence and continuity over time.”

The firm argued that families’ needs were no longer simply about investment performance or portfolio construction, but also about stewardship, governance, and succession planning.

Adopting a coordinated approach, Headway Wealth Family Office will look to combine the capabilities of its investment and advisory team with an advisory board and specialist network, providing access to broad experience across family office, private markets and cross-border wealth planning.

“Many of the families we work with have spent decades building businesses, creating opportunities and establishing a legacy,” added Headway Wealth managing director, Elliott Parkhouse.

“Their focus is no longer just on generating wealth, but on preserving it, structuring it and ensuring it continues to support future generations.”

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