Private Client Services
Family Office
Administration, reporting and coordination for families with entities and interests in more than one jurisdiction.
Overview
Someone has to keep it organised
Investments, companies, trusts and day-to-day paperwork pile up fast. A family office brings order to it.
We support principals and family offices with entity administration, accounting coordination and governance. We also handle liaison with bankers, lawyers, accountants and investment managers.
Services
What we cover
Entity administration
Ongoing management of companies, trusts and related vehicles within the family structure.
Reporting coordination
Financial and governance information organised for principals and advisers.
Professional liaison
Coordination with bankers, lawyers, accountants and investment managers.
Operational support
Documentation, filings, renewals and administrative workflows.
Approach
How we work
Understand
We review the family's entities, advisers and administrative needs.
Organise
We establish reporting rhythms, records and service workflows.
Support
We provide ongoing administration and coordination as needs change.