HIGH NET WORTH FAMILIES

We understand that high net worth individuals and families need unique advice that is both personally tailored and structured to meet their diverse and complex needs.

 

We can advise on succession strategies, the structuring of real estate assets and transactions and estate planning.

 

Our aim is to provide you and your family with financial peace of mind.

 

HOW WE ASSIST

 

The expertise within our family office administration function includes the following services:

• Accounting function covering recording and reporting;

• Assistance with cloud accounting;

• Account management incorporating bill payment, domestic payroll, cash flow management, etc.;

• Taxation advice;

• Retirement, estate, succession planning and intergenerational wealth transfer;

• Family Philanthropy