Family Office

Providing an objective view

High-net-worth individuals are increasingly looking for experienced wealth management professionals to assist in managing the complex and challenging environment they face.

Working with family offices and understanding when and how to introduce their younger family members into the picture is a common discussion point we have with our clients.

Cultural differences as families become increasingly more mobile and global impact not just cross border wealth planning but also interaction between family members as families evolve.

For many years we have supported wealthy individuals and their families and based upon this extensive experience, we are objective in our discussions with clients allowing them to focus on growing their business and/or wealth.

Family Office services we provide

Family advisory

Estate and succession planning

Coordination and consolidated reporting of assets

Trustee and director services

Useful Resources