Our Expertise

Through our Family Office service we have assisted families to:-

• identify a clear purpose and define objectives, including amongst others, generation planning, attitudes to ethical investing and philanthropy
• design appropriate legal and tax structures (including private trust companies), investment strategy and a system of controls, administration and reporting
• run the day-to-day affairs of the family including monitoring of the investments and advisors, controlling costs and produce understandable reporting
• decide on the establishment of a 'managed' or 'outsourced' family office or to establish their own office.  This includes advice on the physical location and assistance in recruiting appropriate staff with the right skills and approach