Family Office Financial Planning

Our Family Office service is a personalised service, tailored to your family’s unique needs.

We understand the importance of providing your family with the best in life; the best education, purpose and opportunities to live out the family values.

Here is how we provide security of your family’s future and protect your legacy. 

Staying true to your Vision and Values

We will put on paper a Family Governance Plan (similar to a “mission statement”) that provides further clarity on your investment preferences and your vision. This can include your ideals on charitable giving, education plans and the overall vision of how your family can benefit from your wealth. 

Over time as we work together to build and maintain your family wealth, your overall vision can be remembered and serve as a guide, thereby enshrining your family values and legacy for the future generations.

Family philanthropy

Your family can have the wonderful opportunity to further live and demonstrate the family values, by setting up a more formal and consistent approach to philanthropy. One way to achieve this is to establish a Charitable Trust or Foundation, where investment returns can be used towards philanthropic endeavours to support your community. This protects your legacy and also allows your family to enjoy the sense of purpose and joy that comes with giving. 

Educating the future generations

As your Family Office Financial Advisers, we’ll educate your future successors on the fundamentals of money and how they relate to your family wealth and legacy. We help you make decisions on matters involving the succession of assets/business.

Regarding formal education, we are also able to advise you on, and establish, special tax effective vehicles to ensure your family has access to high quality education and educational experiences, without the concern of finances. 

Protecting your Family Finances

Through the use of special Trusts and Asset Protection strategies, we can work together with your legal adviser to ensure you have the best strategies in place to protect your wealth in the event of life events, such as divorce, business debts, personal litigation and other financial disputes or challenges.

The benefits of a Family Office for your Financial Planning needs:

• Avoiding family disputes on investment decisions. We have a Best Interest duty to recommend the most effective decision.
• Consolidated reporting on your investments.
• We liaise directly with your accountant, solicitor, insurance brokers, etc,  to ensure all areas are covered and each party is up to date.
• We are the glue that allows your family to make considered and smart decisions about their wealth, whilst providing education, and a sense of purpose and values.

We are very passionate about what we do, and will go the extra mile to ensure your family wealth will continue to provide the best life to you and your family for generations. We understand it’s not just about the money, it’s about a sense of purpose, responsibility, education and living the Family Values and Mission.