Complementing the regulated advisory services of the Private Office, our ‘family officers’ provide a broad range of personalised family administrative solutions to our qualifying clients. These families rely on us to administer accounts, prepare consolidated net worth statements, manage expenses, pay bills and keep records.
For younger family members we provide financial training and internships as well as reviewing schooling and further education options. Senior family members value the support we provide in establishing family governance frameworks, philanthropic planning and the ongoing administration of these structures, such as meeting co-ordination, minute taking, agendas and correspondence. When required, the Family Office coordinates with professional tax & legal advisors, and provides oversight for the administration of estates including trust audit, fee negotiation and grant giving.