Family office services

We provide a full range of family office services that can be tailored to provide the support you need to suit your specific circumstances.

Whether we provide a full family office service, or work in partnership with your existing family office, we act as trusted advisers rather than just service providers. Our clients’ goals and priorities are at the heart of what we do and so we place great importance in developing close working relationships.

Providing proactive and independent advice, we do not shy away from challenging the way things are done where changes could bring benefits in terms of cost, time or administration for your family office team. We can also draw on our own wider external network of specialist service providers and work with them to provide you with fully integrated advice.

Tax

On a day-to-day basis, a family office is likely to have to deal with a wide range of taxes, including income and corporation tax, VAT, stamp taxes and payroll-related taxes, and we can help you to meet the relevant deadlines, prepare returns and calculate any required payments. We will also ensure that your family office is prepared to meet the challenges of the changing tax landscape, both in terms of legislative change and the ongoing digitalisation of tax systems.

Business support

We can offer full support to a family office’s business affairs, including:

• Accounting and reporting.
• Financial forecasting and management.
• Regulation compliance.
• Organisation and administration.
• Liaising with other advisers.

Fiduciary services

Through our presence in Guernsey and Switzerland we provide trust and company administration services to family offices. Find out more about our fiduciary services here.