A family office is driven by the needs and preferences of your family and there is no standard for how one should be structured. Having spent many years helping different generations of families achieve their personal goals and financial objectives across a wide variety of industries and sectors, we know what it takes to make your business succeed.

We have the expertise and the knowledge to structure family businesses and trusts in such a way as to protect wealth as well as achieving growth and stability. We take a holistic approach to your business needs, offering up complementary services outside of our core auditing, accounting and tax solutions, which include risk management, outsourcing, corporate governance and succession planning.

Our capabilities go beyond our core service offering and our in-depth knowledge means that we are there to act as your trusted advisor. We understand the regulatory  environment in which you operate and are on hand to suggest practical improvements that are appropriate for the level of risk concerned. Whilst we are confident that the services we can provide are unmatched by any of our competitors outside the top six accountancy firms, we understand that no two family offices are the same and our approach will be tailored to your needs.

We are experienced in advising on all aspects of the services you provide, such as wealth planning, investment management, philanthropy, private equity and trustee services.

Our expertise to family offices includes:

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