Family Office

The concept of the Family Office has been around for centuries.

Families place considerable importance on their non-investment activities. Our solutions to family ‘pain-points’ and our diverse value-adding specialisms foster close relationships.

Our family office team provides a comprehensive range of wealth management services working with leading tax advisors, investment managers and law firms to provide a collegiate approach to ultra-high net worth individuals, entrepreneurs and their families.

We invest the necessary time to build a genuine understanding of the relationships and the needs of the family, providing a tailored solution to give each family exactly what they require.

Our Family Office services include:

  • Family Strategy and Business Planning
  • Inheritance and Estate Planning
  • Wealth Management
  • Succession Planning
  • Financial Planning
  • Company Formation and Management Across Multiple Jurisdictions.
  • Luxury Asset Management
  • Tax Structuring and Coordination
  • Accounting and Financial Modelling
  • Multi-Generational Planning
  • Family Governance Advisory
  • Property Management