The primary function of our family office service is to centralise the management of vast family fortunes. Typically, we achieve this by carefully selecting professional partners to manage investments, taxes, trusts, and legal matters to transfer established wealth across generations effectively. Our goal is to provide the same menu of personal services that a wealthy family would typically expect from its own family office.
We offer a wide range of advisory services, including the selection of private banks and assets managers, facilitating the opening of bank accounts and the acquisition of assets across the globe. We will also monitor the performance of fund managers, maintain books and records for clients and undertake all regulatory and tax filings where necessary.