Our family office services provide a centralised and cost-effective hub to manage the financial and familial affairs of wealthy families. The objective being to centralise the management of the family’s assets within a private, professionally staffed, tax efficient structure, with defined decision making and reporting lines to appropriate family members. We understand that every high-net worth family is unique with its own specific
requirements, goals and strategies.
Many wealthy families with complex financial affairs require a more focused, personalised service to face ongoing challenges surrounding:
- co-ordinating and structuring their affairs to bring diverse family assets together within a professionally administered framework; and
- ensuring appropriate management, monitoring, succession and estate planning safeguards are in place.
FAMILY OFFICE SUPPORT
Depending on your requirements, we are able to offer a full range of services, including but not limited to:
- Management of the family’s day to day affairs
- Full-service Family Office solutions
- Provision of services to an existing family office
- Establishment of a:
- Separate family office within our business
- Family Limited Partnership
- Private Trust Company
How can we help you?
With careful consideration, expert management and trusted independent advisors, we can assist with co-0rdinating and implementing the establishment and administration of structures to cater for your family’s needs.
We also provide a concierge style service to assist individuals and families with various aspects of their personal, family and/or business affairs ranging from monitoring personal investments and managing household bills through to assisting with day-to-day needs and travel arrangements.
“It’s not how much money you make, but how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki