A family office should service provide the standard wealth management functions: management of investments, the planning of tax affairs, and the family’s estate and philanthropy.

A full service family office goes beyond this, and takes on the full day-to-day administration and management of a family’s affairs.

Our family office service also provides tax compliance work; access to private banking and private trust services; document management and record-keeping services; expense management; bill paying; book-keeping services; family member financial education; family support services; and family governance.

We are able to advise on which property to buy and which schools would be most suitable for your children.

Above all, the full scope of our family office’s work is always carried out with the utmost discretion.