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Family Office

Family Office Consultancy

Managing wealth and your family legacy can be a daunting task, especially for high-net-worth families with complex financial needs. From tax planning and investment management to estate planning and philanthropy, the demands of wealth management can be overwhelming.
That’s where our family office network can help.
Our family office service network is a trusted and comprehensive network of individuals and institutions that provide estate planning, financial planning, and investment management services to high-net-worth families.
A family office setup with a laptop, calculator, glasses, and a house on a desk.

What is a Family Office Service?

A family office service is a comprehensive wealth management solution that provides customised financial planning, investment management, and estate planning services to high-net-worth families. Family offices are typically established by families with significant wealth and complex financial needs. They can be single-family offices, which serve only one family, or multifamily offices, which serve multiple families.

A Range Of Wealth Management Services

Partnering with a family office service can provide numerous benefits, including:
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Comprehensive Wealth Management

A family office service provides a comprehensive solution that considers all aspects of your financial life, including investments, taxes, estate planning, and philanthropy. This holistic approach can help you achieve your financial goals and preserve your wealth for future generations.
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Customised Investment Management

Family office service can provide customised investment management services that are tailored to your unique financial situation and goals. This can help you maximise your investment returns and minimise your risks.
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Expert Advice

Family office service typically employs a team of experienced professionals who specialise in various areas, including estate planning, financial planning, and investment management.This can provide you with expert advice and guidance that can help you make informed financial decisions.
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Streamlined Financial Management

Family office service can help you streamline your financial management by consolidating your financial accounts, managing your investments, and providing comprehensive reporting and analysis.
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Preservation of Family Legacy

A family office service can help you maintain your family’s legacy by creating a comprehensive estate plan that takes your family’s goals and values into account.

Services Offered by our Family Office Network

Family office services can vary depending on the needs of the family, but they typically offer the following services:

Financial Planning

Our Family office service can help you create a comprehensive financial plan that considers your current and future financial goals, income, expenses, and assets.

Investment Management

Family office service can provide customised investment management services that align with your financial goals, risk tolerance, and investment preferences.

Estate Planning

Family office service can help you create a comprehensive estate plan that minimises taxes, ensures your assets are distributed according to your wishes, and preserves your wealth.

Philanthropy

Family office service can help you develop and implement a philanthropic strategy that aligns with your values and goals.

Risk Management

Family office service can help you manage risks associated with your investments, business ventures, and personal life.
A man from a family office working on a laptop in a restaurant.
A black and white photo of a bustling city at night.

Why choose our network to build your family office

Choosing the right family office services can be a daunting task, but there are several factors to consider when making your decision, including:

Expertise

Look for a family office service that has expertise in all areas of wealth management, including financial planning, investment management, and estate planning.

Customisation

Choose a family office service that can provide customised solutions that meet your unique financial needs and goals.

Transparency

Identify a family office service that provides transparent reporting and analysis of your financial situation and investments.

Communication

Choose a family office service that values communication and provides regular updates and meetings to discuss your financial situation and goals.

Reputation

Look for a family office service that has a strong reputation in the industry and a track record of success. Reputation means more than anything in this industry, so we strive to work with individuals who have their reputation to uphold.

Family Office FAQs

High-net-worth families with complex financial needs who are looking to protect and enhance their wealth.
The cost of a family office service can vary depending on the services provided and the complexity of your financial situation. Typically, family office service charges a percentage of assets under management.