Family Office

• Establishing and administering appropriate corporate and trust structures
• Advice on selecting appropriate banker(s) and financial advisor(s)
• Establishing bank accounts for both corporate entities and individuals
• Acting as bank signatory and independent functionary of the client and their banker
• Integrating and coordinating the management of assets
• Investment monitoring
• Cash management
• Maintaining and letting property, either for investment or for personal own use
• Estate planning
• Undertaking private trust work aimed at transferring assets to future generations or charitable concerns
• Organising general administrative tasks such as invoicing, compiling annual accounts and convening meetings

For more information about Family Office Services click here.