Our Family Offices approach
With the assistance of professional advisors, many families have the time and resources to manage their own financial affairs. However, some multi-generational families with significant, complex or growing wealth often find value in additional support through the provision of a family office service.
Our aim is to take away the administrative and compliance burden of managing such family wealth whilst building on this service to provide the family and its individual members, trusts or related corporate structures with bespoke, proactive and strategic support.
With our expertise ranging across various services and sectors, our clients will benefit from a holistic approach. We work collaboratively with your external family advisors putting our minds together to reach the best outcome for our clients.
Our approach is to develop a close and longstanding relationship with our clients and their families, so we are best placed to provide support and advise in a proactive and forward-thinking way.
Our Family Offices services
What do our Family Office Services include?
Although we will work with you to tailor a service that works for the family, our family office services would typically include some or most of the following areas:
- Personal Tax compliance and advisory services
- Trust administration, accounting and tax compliance and advisory services
- Landed estates accounting and tax compliance, administration and advisory services
- Corporate / business accounting and tax compliance and advisory services
- Charity compliance, administration and advisory services
- Audit and assurance services
- Succession planning / inter-generational planning advisory services
- Wealth management services (through Menzies Wealth Management)
- Offshore advisory services
- Philanthropy advisory services