We act for many large international families who find that they need help in organising the family finances on a day to day level, through our family office service. Indeed, we think of our family office service as being similar in many ways to our outsourced FD service – our clients need our help on an intimate day to day level, so that we can do what we’re good at (helping with their finances) while our clients do the things that they want to do.
As you would expect from a Family Office service, as well as the provision of tax and accountancy advice, we can help with:
Family banking arrangements so that we can pay the day to day bills
- Liaising with other family advisors to provide appropriate solutions at a practical level
- Monitoring of family expenses
- Reviewing of family investment projects
- Day to day PA type assistance, such as organising travel arrangements/ liaising with estate agents, etc.