Family office services

• Working closely with your advisors to identify your needs and how best to articulate your family’s values for future generations
• Helping you and your advisors to establish a family office constitution or charter
• Structuring, incorporation and administration of your family office structure
• Provision of company directors and secretary
• Preparation of accounts
• Processing monthly payroll
• Issuing of pay slips and arranging for payment of salaries

We can connect you with our global network of law firms and tax advisors to project manage the design of your family office.

In line with the sophistication of your family, we can structure and administer all asset-holding requirements, including:

• Private funds
• Carry vehicles
• Trusts
• Private trust companies
• Family holding companies
• Foundations
• Family investment companies
• Limited partnerships
• Loan or registered agent services

We work closely with your specialist advisors to help design suitable global strategies for the protection of wealth, particularly in relation to:

• Compliance within a changing international tax, regulatory and legislative environment
• Family relationships and protection from disputes
• Intergenerational transfer of wealth
• Privacy and reputational considerations

Having the right ESG framework in place has become a top priority for family offices. We can assist with set up, data acquisition and management.

We have a dedicated luxury assets team that can assist with the establishment and administration of holding structures for many types of luxury assets, including cars, yachts, aircraft and art. We provide:

• Aircraft holding/leasing structures
• Classic car holding structures and management services
• Yacht holding structures
• Structures for holding art collections
• Luxury asset management, secure storage, and movement/shipping oversight
• All related regulatory and tax reporting and compliance filings
• Bookkeeping, accounting, and accounts/ financial statement preparation for all such holding entities (standalone and consolidated and in line with GAAP)
• Guidance and stewardship for certain employment and permanent residency applications

We also provide personal concierge, lifestyle and property care services in London, including:

• Sourcing and purchasing property
• Property management and security
• Lifestyle services
• Education: organise private tutors, music lessons, summer camps, coursework, university applications and placement to a desired school or university
• Staffing requirements, no matter how bespoke
• Assist with personal banking
• Assist medical and health appointments
• Manage all travel needs either for business or pleasure, from planning and arranging detailed travel itineraries to yacht and aircraft charters
• Reputation management

Our Chief Financial Officer (CFO) support services provide assistance to family offices in establishing and operating a strong accounting and financial reporting infrastructure. We tailor the work around your needs including:

• Accounting and administrator oversight
• Budgeting and analysis
• Cash flow control
• Annual audit process
• Implementing new finance and operating systems
• Management company financial control and budgeting

We support the establishment, administration, compliance, and accounting for all types of private funds structures, including:

• Liquid and illiquid funds
• Co-investment vehicles
• Hybrid funds
• Private funds
• Special Purpose Vehicles (SPVs) and cell companies
• Alternative asset fund administration and domiciliation (private equity, real estate, debt, hybrid, and hedge)
• Fund management (regulated and unregulated, including private fund co-investment and joint venture structures)
• Regulatory hosting services in the UK
• Intellectual property administration (patents, image rights and others)

Ensuring your family office and investment structures comply with the ever-increasing regulatory and reporting environment. This can include:

• MaxComply, our adaptable and customisable compliance software that helps family offices, families and corporates manage their AML/ KYC regulatory activities effectively and efficiently
• Numerous forms of regulatory applications and annual filings in multiple jurisdictions globally
• Monitoring regulatory changes globally to ensure compliance at all times
• Assisting with regulatory licensing and compliance (UK only)