We offer a bespoke Family office service to help you manage your family's affairs. We differ from many other family office advisors in that we do not manage money on behalf of clients, enabling us to remain impartial and objective in our consulting advice and act as a trusted advisor to the family. How we work with you
Typically our service involves helping you to establish a new family office or to review and/or restructure an existing one. This could include, advising on tax and jurisdictional issues, investments, trusts and trust management, legal and financial matters.
Our comprehensive, multidisciplinary service aims to put you first. We work on a transparent fee basis and in terms of financial wealth do not have a minimum client size.
We will discuss your family's requirements and determine whether we are able to deliver the service you are looking for within a budget that is acceptable to you. Our fees are charged on a time-spent or fixed-fee basis, depending on the scope of our engagement.
Whether we are assisting you in relation to a one-off consulting project or have an ongoing involvement in your family’s affairs, we believe that the best way to meet your needs is through working closely with other specialists and your existing advisors to avoid conflicts of interest and provide a seamless, high quality service.
We aim to put your family's interests at the heart of what we do and to build a long-term relationship based on trust, openness and transparency
The range of services we provide varies from family to family and is tailored to the needs and requirements of each client. However, areas in which we regularly assist include:
Establishing a new family office or reviewing and/or restructuring an existing one
Establishing structures for the protection and management of wealth
Asset allocation and management, including selection of an investment manager
Estate and succession planning, and Wills
Managing information flows and reporting to family members
Jurisdictional matters in relation to tax and residency
Investor Visa application and relocation services
Philanthropy advisory services
Tax and accounting services*
We are a member of the Family Offices Group *We are not responsible for advice on taxation, trusts and banking matters. Your home may be repossessed if you do not keep up the repayments on your mortgage or any other loan secured on it