Family office

At Saffery, we understand that every family has a unique set of goals and priorities for their family office.

The optimal structure, size and complexity (as well as the scope) of the family office’s functions are different for every family.

How we can help

Our family office team can review your existing operations to ensure maximum efficiencies, provide holistic advisory services on an ongoing basis, or offer specialist support for one-off projects or queries.

Our clients’ goals are at the heart of what we do, and we place great importance on forming close relationships with the families we work with. Whether through our existing team in the UK, the global Nexia network, our trusted industry contacts or our international Saffery Trust colleagues (in particular, Dominic Lawton-Smith), our extensive network of specialist service providers are there for us when needed. Equally, we’re happy to work with and form relationships with your existing advisers, in order to provide a seamless and fully integrated service.

We’ll support your family office with:

• Tax services – including handling any compliance and taking advantage of available planning opportunities,
• Assurance and accounting,
• Strategic and operational reviews,
• Financial risk management,
• Technology advisory,
• Employment tax support and payroll services,
• Corporate governance, compliance and company secretarial services,
• Structuring,
• Philanthropy – including compliance for private foundations,
• Sustainability and ESG (environmental, social and governance), and
• Fiduciary services.

Through our presence in the Cayman Islands, Dubai, Guernsey and Switzerland, we’re also proud to provide family trust and company administrative services to family offices.

Get in touch

Our family office team are happy to schedule an initial conversation to discuss your wealth planning priorities and explore in more depth the services you require.