Our family office services are designed to cater for those with more complex affairs. This complexity may be a result of their business affairs, their family circumstances, or simply down to their level of wealth. It means their specific needs and requirements cannot be adequately catered for by a wealth management business alone. We therefore assemble an expert team, from a variety of disciplines and professions, to work together strategically and collaboratively to the clients best advantage.
After an initial consultation meeting with the client, our Family Office Directors, will evaluate the areas of advice needed and therefore which subject experts are required to form the clients experts team, in order too devise a strategy that incorporates all aspects of the clients affairs.
Our expert team approach to managing all client relationships means that the client will benefit from:
A group of professionals, across various disciplines, with complementary skills and personalities who will work best with each other;
A technical team with a breadth of technical knowledge and expertise, with a commitment to ongoing professional development;
A dedicated client service representative responsible for the smooth implementation of ther plan and providing regular ongoing communication;
Full continuity of responsibility at all times.
To find out more about how we can help you to achieve financial independence; to protect your wealth throughout your life and pass it on to future generations, please get in touch.