Family offices

 We take a personal approach with each family office with the aim of taking the strain out of managing your family’s wealth. We liaise with your other professional advisors to allow your family to focus on what they enjoy, safe in the knowledge that your wealth is being looked after. Some of our recent family office clients include those who have sold interests in businesses and landowners who have accumulated their wealth over a number of years.

We can help you:

• with the day-to-day running of the family’s financial affairs, including taking over the administration
• ensure your operational needs are met by providing back office support giving a flexible solution to compliance, accounting and advisory services
• structure your family’s investments to ensure they meet your family’s goals
• protect your family office against the threat of cybercrime, hacking and data breaches, collaborating with Crowe’s cyber security specialists
• file your and your family’s personal tax returns and take advantage of tax planning opportunities available to you.