Family Office

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.

Our fiduciary teams also work with high net worth clients to tailor family office services to ensure the efficient management of their family wealth.

As we do not provide legal, tax, investment or insurance advice, we remain independent from any bank, investment manager or professional firm. This independence allows us to help our clients to work with the very best advisers. We are happy to work with existing advisers or propose alternatives as necessary.  We have an extensive network of professional contacts and intermediaries including wealth and investment managers, legal and tax advisers, insurers, bankers and other financial experts.

The services we can source 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.

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.