We are assisting a growing number of individuals and families who have accumulated significant wealth. They have worked hard over many years and now want to protect and grow their wealth and transfer it to the next generation.
The key focus of our Family Office service is to work closely with each client and fully understand the dynamics of their family, which helps them to manage any risk factors and exploit the opportunities.
Based on our understanding of each family, we tailor an approach that best suits their individual needs and financial goals. We also meet with family members on a regular basis to ensure their affairs are up to date and everyone is kept informed.
Our approach to the Family Office generally consists of a combination of the following services:
- Administration of financial affairs and investments
- Financial oversight of assets and liabilities
- Regular reporting activity
- Partner with other professional service providers
- Legacy planning
- Structure affairs for taxation purposes