Our Services

The expression ‘family office services’ in the wealth industry has come to stand for a varied and inconsistent array of offerings. To cut through this confusion, we offer the following services to complement existing single and multi-family offices, or support families who do not have their own centralised wealth management infrastructure.

• Bespoke reporting – accounting and consolidated asset reporting
• Investment support – performance monitoring and coordinating manager selection processes
• Family-owned trustee and fiduciary solutions
• Relocation support for families moving between jurisdictions
• Family governance support services
• Project coordination – for example, where a transaction involves multiple service providers