Sergio Lopes

Managing Director

 

At Spitfire Family Office, my mission is to ensure your personal wealth is effectively managed and preserved, aligning with your family's values and long-term goals. We provide independence, accountability, and personalised advice to secure and grow your legacy for future generations.

With over 12 years of specialised experience in family office services, I expertly navigate the unique challenges and opportunities that ultra-high-net-worth families face, ensuring your legacy is both preserved and enhanced for generations to come.

I am a Chartered Accountant with over 24 years of experience, including more than 12 years specialising in family office services. Through Spitfire Family Office, I serve ultra-high-net-worth families as their personal Chief Financial Officer and provide a dedicated finance team, delivering comprehensive solutions tailored to your family's unique needs.

My Expertise Includes:

  • Family Office Services: I manage all financial aspects, including accounting, tax, compliance, and administration. I help clients grow and protect their wealth, structure their businesses, establish family governance, and plan for generational wealth succession and estate management.
  • Private Wealth Management: I provide tailored investment oversight, assist in developing investment policies, administer portfolios, and support private foundations and charitable initiatives to ensure your wealth aligns with your values and philanthropic goals.
  • Business Financial Management: I offer financial reporting, forecasting, cash flow analysis, business improvement strategies, month-end processes, profit analysis, and oversee business acquisitions and due diligence.
  • Strategic Development: I implement strategic actions that drive growth and sustainability, supported by a strong background in accounting and taxation. I have extensive experience leading teams to achieve financial excellence and operational efficiency.

 

 

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Liability limited by a scheme approved under Professional Standards Legislation
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