Family office concierge services

A professionally operated Family Office is tasked with assisting individuals and their families, with significant net wealth to maintain their asset value by providing sensible and appropriate taxation advice and other advice on competent governance.

As experienced and independent professional advisors, we act in the best interests of the Family. Our services are tailored to the specific needs of each family we act for.

Our services include:

• Family Office Services via the provision of a single point of contact. We assist with the management of family assets, engaging and working with legal professionals dealing with arising legal affairs and managing tax compliance. Our services help to ensure that the family’s objectives are achieved. A review of existing arrangements can also be undertaken as required.
• Family Office Concierge Services provided by a trusted person known to the practice.
• Family Office Project Services including assistance or management of projects on the family’s behalf and liaising with other professional advisors including the handling of due diligence requests from external service providers and advisors.