Family Office Services

What is a Family Office?

A single-family office is designed to protect and enhance a family's wealth for ultra-high-net-worth individuals (HNWI). It provides peace of mind and a safe environment where the family can focus on building up their financial resources without worrying about managing complex legal structures or tax implications. This lets the family concentrate on what matters – investing their money wisely and protecting their family legacy.

A typical family office would include the wealth management of a broad range of assets, including investment portfolios, property holdings, business ventures, private equity and other financial matters. It would also provide administrative support for daily operations, including bookkeeping, payroll, taxes, legal advice, charitable giving and family governance.

Establishing a Family Office?

A family office is often seen as a luxury item. However, there are many reasons why having one could make sense for some families. For example, a family office can help you manage risk across generations, protect assets against future financial shocks, plan for retirement, and more. A family office can also provide tax benefits.

However, establishing a family office isn't always straightforward. You'll want to consider your goals and whether setting up a family office makes sense. If you're considering setting up a family office, we'd like to talk to you about your needs and aspirations and use our many years of experience to help you achieve your goals.

How we can help your Family Office

We work with individuals, families and businesses across the globe. Our clients range from small start-ups to international companies. Some come to us because they want to build a family office; others because they already have one and want help with things such as estate planning, succession issues and investment strategies.

Perhaps you already have your own family business or are interested in better managing your family wealth.

Whatever the reason, our Family Office Services team can offer guidance and expertise to protect your family. We can help you with legal issues, including advising on the best ways to structure investments, incentivise your employees, or comply with tax regulations and trust law.

We offer a comprehensive range of advisory services across different areas, including:

  • High-level financial planning
  • Tax Structuring
  • Succession planning,
  • Trust Administration
  • Estate planning
  • Wealth protection
  • Financial risk management
  • Strategic Reviews
  • Structuring luxury assets
  • Virtual family office support
  • Fiduciary services
  • Corporate governance

We can act as an outsourced family office or multi-family office. Our expertise lies in advising family office clients on how to set up and manage their family offices. We believe that we bring a unique combination of experience, knowledge and local focus to each project. Our expert family office team guarantees:

  • A thorough understanding of the client's needs and objectives
  • An open and transparent relationship based on mutual respect and confidentiality
  • Our commitment to delivering high-quality work and exceptional customer service
  • Proactive communication throughout the process

To see how we can help you, don't hesitate to contact us on 020 7631 2061 or fill in the enquiry form, and one of our experts will be in touch shortly.

Contact Us

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  • "The team at Laggan have been supporting our business’ growth over many years. Never just as a service provider, but more as a trusted partner, supplementing our resources, ensuring reliable and efficient operations and providing valuable advice on key structuring decisions"
    A. Beolchini, Nextenergy Capital
  • "A great partnership in a key moment to develop and grow our UK business, thanks to the team efficiency and promptness in addressing our needs and requests"
    P. Gullo, Officine Gullo Srl
  • " Thank you to the Laggan team for their dedication, efforts and continuous prompt assistance to our UK business and key personnel"
    F. Tarchi, Aquazzurra

Because life is complicated enough. 

Our Offices

+44 (0)20 7631 2061
Laggan & Associates Ltd
5th floor, North Side
7/10 Chandos Street
Cavendish Square
London W1G 9DQ

Republic of Ireland
21 Priory Office Park
CO Dublin – Republic of Ireland

Get in touch

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Phone: 0044 (0)20 7631 2061

Address: 5th floor, North Side 7/10 Chandos Street Cavendish Square London W1G 9DQ
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