We understand the need for security and confidentiality when dealing with the private financial information of wealthy families. As trusted advisors to family offices we act in the strictest of confidence. We are able to balance the business and family needs of clients by liaising with their other professional advisors. We focus on maintaining, protecting and enhancing family wealth.

We are experienced in providing high level and intricate advice on the tax structures of the business concerns of Family offices. Where families have interests overseas we are able to advise on international tax and residence and non domicile status.

Our tax specialists are also experienced in advising on trust and estate planning in order to preserve family wealth for future generations.

On a practical level our outsourced services team provide family office accounting services to ease the administrative burden of running a household. We can also provide you with regular financial information and to related parties if required, which can be based overseas.

Our services to family offices include,

Tax, Trusts & Estates Advisory
  • Tax advice – personal, company, UK and international
  • Company structures
  • Tax planning strategies
  • Trusts and estate planning
  • IHT planning
  • Tax returns
Family Office Accounting
  • Bookkeeping
  • Payroll
  • Human Resources Management
  • Budgeting and cashflow forecasting
  • Accounting
  • Management reporting
  • Financial Planning Advice

For further information on our bespoke family office service please contact Sudheer Gupta or Jane Greenwood

Sudheer Gupta
Sudheer Gupta
Jane Greenwood
Jane Greenwood
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