FAMILY OFFICE

Bespoke reporting

We provide regular consolidated reporting for you as a matter of course. Should you have any specific requirements then we can tailor this to your needs and provide as and when required.

Online access

You need to be able to see what your portfolio is doing whenever you want, wherever you are. We can arrange secure online access for you with the custodians that we choose to work with on your behalf.

Concierge services

The management of day to day administrative tasks can be time consuming. We can provide a dedicated contact to manage your bill payments e.g. school fees and look after rental properties for you.

Education for families

We believe that an essential part of any wealth management strategy is providing education and assistance for all family members, in particular “the next generation”. We will work with you to provide tailored education programmes to help you understand the opportunities and obligations of wealth.

Banking services

We maintain close working relationships with a variety of Private Banks who we trust to deliver the highest levels of service when it comes to day-to-day banking both onshore and offshore. As part of our services we are happy to review your current banking arrangements and where necessary recommend alternative providers.

Property

Our team has extensive contacts and industry-leading experience in the purchase and sale, ownership structuring and debt/equity structuring of commercial property across the UK, Ireland, Mainland Europe and the US.