Financial planning
A financial plan that takes in your current and future goals, income, expenses and assets.
Family office services
Financial planning, investment management and estate planning for high-net-worth families, through a network of advisers and institutions we work with.
Five areas of advicePlanning, investment, estate, philanthropy, risk.
Family office consultancy
Managing wealth and a family's legacy is demanding, especially for families with complex financial affairs. Tax planning, investment management, estate planning and philanthropy each ask for time and expertise.
That is where our family office network helps. It is a network of individuals and institutions we trust, providing estate planning, financial planning and investment management to high-net-worth families.
What is a family office service?
A family office service is a complete wealth management arrangement: financial planning, investment management and estate planning, tailored to one family's affairs.
Family offices are usually set up by families with significant wealth and complex financial needs. A single-family office serves one family; a multi-family office serves several.
Services offered by our family office network
What a family needs varies, but these are the services the network typically provides.
Investment management
Investments managed to your goals, your tolerance for risk and your preferences.
Estate planning
An estate plan that keeps tax down, passes your assets on as you wish and preserves the family's wealth.
Philanthropy
A giving strategy that reflects the family's values and goals, and the means to carry it out.
Risk management
Managing the risks that come with your investments, your business ventures and your personal life.
What a family office brings
Partnering with a family office service has several advantages for a family and its wealth.
One view of your wealth
Investments, tax, estate planning and philanthropy considered together, with accounts consolidated and reported on in one place.
Investment management made for you
Investment decisions shaped around your situation and goals rather than a standard portfolio.
Specialists in each field
Experienced professionals in estate planning, financial planning and investment management, so decisions are made on informed advice.
The family's legacy
An estate plan built on the family's goals and values, to carry its wealth to the next generation.
What to look for in a family office
Choosing the right family office service is a serious decision. These are the qualities we look for in the people we work with, and the ones to ask of anyone you consider. Reputation counts above everything in this field, so we work with people who have one to uphold.
Expertise
Depth in every area of wealth management: financial planning, investment management and estate planning.
Customisation
Solutions built around the family's own needs and goals.
Transparency
Clear reporting and analysis of your financial position and investments.
Communication
Regular updates and meetings to review your position and your goals.
Reputation
A strong standing in the industry and a record to show for it.
Frequently asked questions
What is the difference between a single-family and a multi-family office?
A single-family office serves one family only. A multi-family office serves several families, sharing its advisers and systems between them.
Who provides the family office services?
Advisers and institutions in our network: individuals and firms who provide estate planning, financial planning and investment management to high-net-worth families.
Which services does the network cover?
Financial planning, investment management, estate planning, philanthropy and risk management. What a family needs varies, so tell us where you would like help.
Is family office support part of membership?
Yes. Membership of The 0.1% Group includes access to a family office adviser, alongside travel, personal shopping and concierge requests.
Tell us what your family needs
A first message is enough: the area you would like help with and how best to reach you. Our team will reply in confidence.