In an ever changing world there are increased opportunities for wealth creators, but increased challenges and complexities for managing family wealth.
We will set up a single office to manage your entire portfolio. For clients wishing to set up and run a family office, we will provide office space, trustees, directors, company secretarial support and administration services. In addition, we can assist with the provision of employees as well as accounting services, asset reporting and shareholder and nominees services.
Listening and working closely with you, we will provide solutions to help you achieve your vision and overcome some of the challenges you may experience, allowing you to focus on your family and your business priorities.
We will work and connect you with advisors, including legal and tax professionals, to help integrate a complete plan with measurable goals and expected outcomes. During this process we review all documents and specifics, and then construct planning scenarios that forecast asset value changes.
Our family office team has accrued many years of experience, working with clients who require a dedicated team of experts to help administer their assets within their own lifetime and for future generations.
Our reputation and success has been achieved by investing the time to listen and understand your situation, goals and aspirations at the outset and build a proposition which suits your needs. We will spend time with you to make this process simple whilst providing you with all of the detail you require to make informed decisions.
Our services include:
Head of Private Clients
+44 (0)1534 847 101
+352 44 09 29 3093
Head of Business Development DIFC Representative Office
+971 (0)50 859 5564