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Keeping it in the family, and in confidence

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Family Office

Your own private family office, handled with care

Ensuing that family finance runs smoothly can be as complex as the relationships within it. With different generations and branches of the family often working out of different countries, it is essential that the back-office functions are meticulously handled. 
 
We can co-ordinate and deliver the full range of services of a private family office. Not only does this take away any emotional involvement that comes with personal relationships, but it also has the added benefit of you being able to draw on our multidisciplinary expertise and highly qualified accountants, auditors and tax experts when required.
 
Our clients include many UK and International families whose wealth has accumulated over generations and those of the entrepreneurial generation who have created considerable financial assets.
 
How we work

  • we build close relationships with other professional advisers, particularly our clients’ legal advisers, investment managers and private bankers to provide cohesive advice
  • we work with private family offices, providing technical and administrative support in the planning and structuring of family assets
  • we sit on family advisory panels to provide key input into tax planning and investment decisions, including philanthropic advice
  • our innovative online transaction capture systems mean that you and all consultants authorised can have web-based access to important data 24 hrs. a day.

International expertise

We have considerable experience of acting for both UK and non-UK domiciled individuals and families with offshore structures that include trusts, companies and LLPs
 
We ensure our international private clients' affairs are structured as tax efficiently, flexibly and simply as possible
 
We have forged strong links with other leading advisers and providers of banking, company and trust services in the world’s major financial centres
 
We assist with:

  • long-term planning to mitigate international capital taxation
  • the tax-efficient organisation of family finances
  • the tax implications of proposed transactions and how tax liabilities might be reduced through alternative structuring
  • agreeing financial objectives and formulating plans to achieve them
  • the creation and winding up of trusts and dealing with their administration