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For more information on our Family Office services, please download our fact sheet.
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Family & Private Office Services
A professionally run private or family office can assist clients who have built up significant wealth to manage their affairs in a streamlined and tax-efficient way. Appropriate structuring can also provide asset protection and discretion, which our clients value highly. With roots in our own single-family office, we are uniquely placed to provide these services to wealthy individuals and families.
A complete service
By providing a full private office service, we act as the interface between the family and their other advisors. This may include supervising and managing family assets; liaising on legal matters; advising on appropriate structuring and dealing with tax compliance. We work to understand our clients’ financial, personal, and philanthropic objectives in detail so that our service delivery is truly unique to each family. We are also able to provide a wide and varied range of concierge services to further support our clients, from managing bank accounts to crewing yachts and so much more. There is no one-size-fits-all method to managing a family office. Our team understand this approach and work hard to deliver a tailored service which both enhances and protects the family’s wealth for future generations to come.
