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.