XO
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XOY Private Office Overview
Type
Multi Family Office
General Information
XOY Private Office is a multi-family office headquartered in Bath. The firm provides comprehensive wealth management and advisory services to a select group of families and individuals. Its team oversees investment portfolios, succession planning, and philanthropic initiatives, ensuring alignment with clients’ long-term objectives. XOY Private Office maintains a discreet and client-focused approach—supports families in preserving and growing wealth across generations.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Bath, UK
Portfolio & Notable Allocations
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