01
A private family
office
stewarding
capital and
legacy
across generations.
One family. One coordinating institution.
McLeod Family
Office provides a long-
term institutional layer for the
stewardship of enterprise interests,
capital, governance and
continuity.
- i01
The Office serves one family.The Office serves
one family. - ii02
It does not solicit or accept third-party
capital, or manage external client
assets.It does not solicit
or accept third-
party capital or
manage external
client assets. - iii03
It does not offer investment products
to the public.It does not offer
investment
products to the
public.
Entity of record
These details match the public corporate
register. Check them on [PUBLIC REGISTER]
- Registered
name - [LEGAL NAME]McLeod Family
Office Limited - Jurisdiction
- [JURISDICTION]Scotland, United
Kingdom - Registry
number - [NUMBER]SC648217
- Registered
office - [PUBLIC REGISTERED OFFICE]27 Melville
Street, Edinburgh
EH3 7JF - Canonical
domain - [CANONICAL DOMAIN]mcleodfamilyoffice.co.uk


Stewardship measuredin generationsConsidered stewardship.
Enduring foundations.
About the Office
What is McLeod
Family Office?
McLeod Family Office is the private
institutional office of the McLeod
family. It coordinates the stewardship
of the family’s enterprise interests,
capital and governance, and supports
the continuity of those interests
across generations.McLeod Family Office is the private institutional
office of the McLeod family. It coordinates the
stewardship of the family’s enterprise interests,
capital and governance, and supports the continuity
of those interests across generations.
The Office is
The private office of one familyThe private office of one family
A coordinating institutional layerA coordinating institutional
layerFocused on continuity across generationsFocused on continuity across
generations
The Office is not
A multi-family officeA multi-family office
An investment manager or advisory firmAn investment manager or
advisory firmOpen to third-party capital or external clientsOpen to third-party capital or
external clients
Stewardship
Three
responsibilities,
held separately.
Each responsibility has its own principles,
controls and review cycle. Select one to read
how it is held.Each responsibility has its own principles, controls and
review cycle. Select one to read how it is held.
- 01Ownership discipline
Enterprise
Ownership positions in operating
businesses are overseen through
stated ownership principles, board
discipline and a defined reporting
cycle.- Stated ownership principles
- Board discipline
- Defined reporting cycle
- 02Capital policy
Capital
- 03Succession and decision rights
Continuity
02
03


Preserve
control. Protect
capital. Build
permanence.
Governance
Preserve control.
Protect capital.
Build permanence.
Clear mandates. Defined authority. Disciplined stewardship.
Clarity of authority
Decision rights sit with
named roles and are
recorded, not assumed.Separation of
purposeDistinct activities are
held in structures
appropriate to their
purpose.Long-horizon
disciplineDecisions are tested
against multi-
generational
objectives before
cyclical ones.Confidentiality &
securityInformation is
disclosed on a
controlled basis, to
identified
counterparties,
through established
channels.
Governance
Clear
mandates.
Defined
authority.
The Office is the coordinating
institutional layer across the family’s
long-term interests. Responsibilities are
separated by purpose, with decision
rights and controls established for each.The Office is the coordinating institutional layer across
the family’s long-term interests. Responsibilities are
separated by purpose, with decision rights and controls
established for each.


Clarity of authority
Decision rights sit with
named roles and are
recorded, not assumed.
Separation of
purpose
Distinct activities are held
in structures appropriate to
their purpose and are not
commingled.
Long-horizon
discipline
Decisions are tested
against multi-generational
objectives before cyclical
ones.
Confidentiality
Information is disclosed on
a controlled basis, to
identified counterparties,
through established
channels.

counterparties,
through established
channels.
Counterparties
Working with the
Office.
Choose who you are to see the official
routes that apply to you.
Confirm the entity
Match the registered name,
View the entity of record
jurisdiction and registry number
against
the public register.Verify every payment
instructionNew or changed bank details are
Read the callback protocol
never acted on from email alone. Call
back on the published number.Correspond through official
channelsUse the banking enquiry category to
Contact the Office
establish contact with the Office.
Official verification
Verify before you act.
Confirm that a communication is
genuinely from McLeod Family Office
before acting on a sensitive instruction
or disclosing confidential information.Confirm that a communication is genuinely from
McLeod Family Office before acting on a sensitive
instruction or disclosing confidential information.
High-risk instruction
Payment and bank
instructionsPayment and bank instructions
Do not act on new or changed payment
instructions or bank details received
solely by email, message or document.Do not act on new or changed payment instructions or bank
details received solely by email, message or document.
What to do
Independently verify the instruction by
calling the Office on [CALLBACK
NUMBER], as published on
[CANONICAL DOMAIN] or the public
register.Independently verify the instruction by calling the Office on
[CALLBACK NUMBER], as published on [CANONICAL DOMAIN]
or the public register.

Standing verification
rulesStanding verification rules
Canonical domain
The official website is [CANONICAL
DOMAIN]. Similar-looking domains, added
words, hyphens or alternative extensions are
unverified until independently confirmed.The official website is [CANONICAL DOMAIN].
Similar-looking domains, added words, hyphens
or alternative extensions are unverified until
independently confirmed.Correspondence domains
The Office corresponds only from its
approved sending domains: [APPROVED
SENDING DOMAINS].The Office corresponds only from its approved
sending domains: [APPROVED SENDING
DOMAINS].Email authentication
Official sending domains enforce SPF, DKIM
and DMARC. A failed check is a warning; a
passed check does not by itself authorize a
transaction.Official sending domains enforce SPF, DKIM
and DMARC. A failed check is a warning; a
passed check does not by itself authorize a
transaction.Payment and bank instructions
Do not act on new or changed payment
instructions or bank details received solely
by email, message or document.Do not act on new or changed payment
instructions or bank details received solely by
email, message or document.Credentials and identity
The Office will never ask for passwords, MFA
codes or recovery codes. Send identity
documents only after independent
verification, over a secure channel.The Office will never ask for passwords, MFA
codes or recovery codes. Send identity
documents only after independent verification,
over a secure channel.Callback protocol
Use a telephone number from the canonical
website or public register — never a number
supplied inside the message being verified.Use a telephone number from the canonical
website or public register — never a number
supplied inside the message being verified.
Contact
Institutional enquiries.
For legal, banking, corporate,
governance or
administrative matters,
contact the Office through an
official
channel.
Send an enquiry
Tell the Office who you are and what
the matter concerns.
No attachments on
first contact.Receive a reply from an official
domainCheck the sender against the canonical
domain before
responding.Move to a secure channel
Confidential, financial or identity
information is
exchanged only once a
secure channel is established.


Questions
Common
questions.
Answers to the questions counterparties most
often
need settled before they act.
Does McLeod Family
Office accept outside
capital?No. The Office serves one family. It
does not solicit or
accept third-
party capital, manage external
client assets
or offer investment
products to the public.Is it a multi-family
office or an advisory
firm?How do I confirm a
message is genuinely
from
the Office?I received new bank
details from the Office.
What should I do?Will the Office ask for
my password or a
verification code?Can I send documents
with my first enquiry?Where are the Office’s
legal details published?









