Family Office

Our Family Office service combines all our prime services such investment planning & advisory and wealth management together with our Fiduciary Services into a unique premium service that focuses on a complete wealth solution for the Family.

 

The Family Office service offers in addition to the above the consolidation of the various investment portfolios in line with our mission statement and the preservation of capital for the next generations. This aims to an effective estate planning in order to preserve family wealth and incurs no unnecessary estate taxes.

 

Our Fiduciary Desk will assist with the setting up of the Wills in the correct manner and a Family Trust structure, if required. We also assist with personal and trust tax submissions and can execute estates in the quickest, most efficient manner possible.

 

Internationally, we also provide the full offshore Trust and Company formation for Families with international assets. We have associates in Switzerland, Isle of Man, Guernsey, Jersey, Cyprus and Mauritius.

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