Our family office services
More than wealth
A flexible menu of services has been designed for families like yours, based on decades of experience of working with prominent families. This allows you to choose what is necessary at any given time. It also ensures that we create a completely tailored offering for each family. See below some of the services that our clients access, in addition to our investment offering. These can be used with an existing family office, your advisers, or as standalone services.
We charge fair rates for value-added services and purchase others competitively on your behalf.
Managing your day-to-day
So you can focus on the important things in life – Coordinating your day‑to‑day tasks – Financial administration – Banking services
Protecting your wealth
Supporting your stewardship – Wealth structuring and review – Legacy and succession planning – Supporting the next generation – Family charter, governance and communication – Family values, purpose and vision
Tailored reporting
Clear, transparent and all in one place – Consolidated reporting – Global wealth balance sheet – Family framework documents
Lifestyle management
Allowing you to enjoy life’s pleasures – Home and property – Family – Health – Security – Insurance – Travel – Passion assets
Profit meets purpose
Tailored to your family’s values – Impact support – Sustainability
"Our Family Office Services team will introduce external specialists where necessary, coordinate with your existing advisers and act as the central hub to bring everything together to ensure that both the needs and aspirations of a family or an individual are being met."
Head of Family Office Services
Contact us
To discuss your family's requirements, please contact us.