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Pavilion Financial Planning
Pavilion Financial Planning is a London-based RIA founded in 2000 by Gary Sharf. Focuses on holistic financial planning for HNW families.
Pavilion Financial Planning
Gary Sharf founded Pavilion Financial Planning in 2000 in London, building a practice centered on holistic financial planning for affluent families. The firm operates as a limited company registered in England and Wales, with a client base that spans business owners, executives, and family trusts. Pavilion's strategy mixes cash-flow modeling, investment advisory, and retirement planning across multiple asset classes including equities, fixed income, and real estate. The firm typically recommends diversified portfolios through third-party platforms rather than managing proprietary fund vehicles. Geographic focus remains the UK, with occasional advisory for clients holding assets in Europe and North America. No AUM or team-size data is publicly available. Pavilion maintains no known additional offices beyond its London base. The firm does not run philanthropic structures or separate investment vehicles under its own brand — engagement is limited to financial planning mandates. The firm's structural differentiator is its pure planning focus, avoiding discretionary fund management or proprietary product sales. This positions Pavilion as a fiduciary advisor rather than an asset-gatherer, a posture that appeals to clients seeking conflict-free guidance on complex wealth transitions.
General information
Firm type
Multi Family Office
Year founded
2000
AUM
Undisclosed
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
London, United Kingdom
Sector focus
Frequently asked questions
Who runs investment decisions at Pavilion Financial Planning?
Founder Gary Sharf oversees client advisory. The firm does not publicly list a dedicated CIO or investment committee; planning and investment recommendations are handled by the lead advisor in consultation with clients (per public record).
How does Pavilion source proprietary deal flow?
Pavilion does not pursue proprietary deal flow. The firm operates as a financial planning practice and refers clients to third-party investment platforms or asset managers for execution, avoiding direct deal origination (per the firm's communications).
Is Pavilion Financial Planning structured as a single family office or does it operate more like a wealth management firm?
Pavilion is a regulated financial planning firm, not a family office. It functions as an independent financial advisor (IFA) serving multiple families and individuals, without the co-investment or dedicated family-office infrastructure of a single-family office (per UK FCA registration records).
Does Pavilion participate in fund commitments or only direct deals?
Pavilion does not make fund commitments or direct private-market deals. Its advisory work is limited to recommending and monitoring investments held through external managed accounts or platforms, without taking principal positions (per public record).
What investment stages does Pavilion typically target?
Pavilion serves clients at all stages of wealth accumulation and decumulation, with a focus on retirement planning and portfolio construction. The firm does not target specific venture or growth stages (per the firm's published service descriptions).
Which sectors does Pavilion explicitly avoid?
Pavilion does not publicly disclose sector exclusions. As a planning-focused advisor, it tailors portfolios to client preferences and constraints, which may include ethical or sector-specific screens on a case-by-case basis.
Where does the underlying wealth come from?
Client wealth origins are not disclosed by Pavilion. Based on its London base and typical client profiles, wealth likely derives from UK-based entrepreneurship, executive compensation, and inherited family assets (public record inference).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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