RANGE OF SERVICES
Our family office services are built around the principle of providing a combination of, personal ‘Chief Financial Officer', trusted adviser and expert team as a single seamless service. We co-ordinate an expert professional services and advice team who deliver a constant source of sophisticated advice to guide clients on every aspect of their affairs. Our aim is to provide structure and deliver peace of mind that all areas have been considered, from every angle.
Clients receive a service that is personal to them and integrates the skills of professional advisers; from financial planners to accountants, private client lawyers, property specialists, tax planners, private bankers and investment managers.
We create dedicated advice hubs that pull together an team of professional advisers unique to each family’s needs and requirements. By closing the advice gaps and avoiding conflicting advice that hampers effective decision making, we seek to optimise family wealth. Our family office approach provides so much more than traditional wealth management and other financial advisory services.
Family Office Approach
Family Office Services
Our family office services are tailored to the individual needs of each family. Underpinning our service is a detailed process and structure, designed to deliver advice and counsel seamlessly and at the appropriate time. We start by getting to know you. Armed with an understanding of your needs, circumstances and challenges we create an integrated plan to coordinate all aspects of your wealth.
Expert Team Approach
Do you need a Family Office?
A family office service is not for everyone. Apart from an entry barrier in terms of wealth, you need to be prepared to spend time engaging in the planning process. In our experience for those who do, the benefits become obvious very quickly. Your decision to work with a family office is a personal one, especially given the long-term nature of the relationship. Our questionnaire should help.
Download Questionnaire PDF