Family Office

A family’s relationship with its business can be complex and onerous.

We liaise closely with a family to take care of the often time-consuming tasks involved with the management of complex matters.

We work closely other advisors to provide a single point of contact for a family. This can either be through our own network of professional partners across many disciplines, or with other existing trusted advisors which a family may have long-standing relationships with.

Regular and effective communication is the key to a successful family office service and it is important to meet regularly. Here we discuss a family’s situation and wealth management strategy, explain more complex financial issues. We can also meet with individual family members to update them on their own financial affairs.

We can advise on all aspects of business and balance our advice around the key commercial issues which a family is likely to face, including:

● vision and strategy;

● business planning;

● people management;

● accountancy;

● tax;

● corporate finance;

● Protecting and enhancing family wealth; and

● Planning for succession.

Want to find out more?

We’d be happy to discuss all of the options available to you.