Our family office service is a growing area in our business. It is designed for clients who have accumulated a high level of wealth, and would like to outsource the management of their financial matters to a qualified team.
Our family office service includes:
- Being the first point of contact for all your financial matters.
- Generating a personalised strategic report that includes all the key information and agreed time intervals when decisions need to be made.
- Coordinating and project managing all financial actions throughout the year. This usually includes liaising with bankers, business partners, lawyers, brokers and bookkeepers, and dealing with taxation advisers and issues.
- Assisting with any personal administration as required.
- If you would like to explore this further please call us for a confidential chat.