Family Office ServicesWe have a highly experienced and qualified team that specialises in providing dedicated services and facilities to ultra high net worth individuals and their family offices. The team provides a high quality service to our clients by focusing on providing a wide range of tailored services based on a variety of complex structures.
Our Family services provide, co-ordinate and facilitate the whole range of professional services required to deliver the financial, commercial and legacy aspirations of a high net worth individual and his family to the market place.
Our Family service enjoys the professional skills and dedication of our team, who offer a personal approach that captures the needs and vision of the individual, the Founder, for both, the short and the long term, objectives of his family. There is no “typical” Family Service: it is a truly bespoke service which sets out to accomplish these generational objectives.
This service usually comprises the direct and on-going involvement of one or more of our Directors, as well as internal financial, economic, legal, accounting and administrative support from within our Family Office Services (FOS) Team.
Organising the Founder’s personal and corporate financial affairs.
Optimising the impact of taxation on assets under management.
Researching and applying leading edge planning strategies.
Creating and managing an ongoing family agenda.
Developing a divesture strategy for private equity positions where relevant.
Managing evolving trust structures.
How Can We Help?
We seek to achieve an all-encompassing solution to the multi-faceted issues inherent in the lifestyle, business and personal, of the affluent individual.