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Family Office Services

Elevate your family’s wealth journey with our comprehensive family office services

We have extensive experience in providing dedicated support to some of the most sophisticated and well-established international family offices, both single family and multi-family. We understand that no family office is the same.  Each will have different and specific requirements that we are very happy to work with to help find the best bespoke solution for their family needs.

Other family office services we can either source or provide include:

  • Property acquisition, sale and management, including property lettings
  • All aspects of banking, financing and custody, including the provision of recommendations for bankers who can offer personal and corporate accounts in multiple currencies, cash management, loan financing facilities, credit cards, foreign exchange, investment managers and specialist fund managers
  • Performance and financial reporting
  • Governance services

We help the families we work with choose the right advisers for them.  We then help them to complete any due diligence before formal appointment.  We monitor investment performance, co-ordinate and consolidate reporting and schedule review meetings with advisers. We ensure correct corporate governance is adhered to at all times.

We provide tailored solutions for lasting financial legacies

How we help you manage your wealth

Tailored Service

We understand that your goals are distinct, so we deliver a highly tailored service to craft bespoke solutions that align with your hopes and ambitions.

Steadfast Dedication

Experience personalised service from our team who work tirelessly with unwavering integrity to make sure your financial goals are met.

Impartial Solutions

We are independent of any bank, investment manager or professional firm, so we act impartially, providing objective guidance and solutions.

Proven Expertise

Benefit from our extensive fiduciary knowledge, insights and advice to help you make financial decisions with confidence.

Solutions for Continuity

We work alongside multiple generations of your family to help with succession planning and asset protection within a robust governance framework.

Unrivalled Transparency

Trust us to communicate in a responsive and open way to build understanding, giving you confidence to navigate complexity in changing times.