A family’s relationship with its business can be complex and onerous.
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;
- corporate finance;
- Protecting and enhancing family wealth; and
- Planning for succession.
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 contract 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.