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.
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.
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:
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:
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.