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Family Office

Family Office

Quite often the personal and business interests of our clients and their families may be strongly aligned. Wealthy families often see the benefits of a family office to assist in their daily operational and administrative needs. From personal taxation or estate planning to the creation and management of business and investment structures both within the UK and overseas.

Our clients recognise the advantages and rely on our team of trusted advisers to help protect and enhance the family’s wealth over the long term.

Most of our clients will have a connection with the UK, whether they are domiciled here or abroad, we advise a number of family offices, companies, trusts and foundations.

Our services reflect your family’s unique objectives, relationships and requirements. We can act as the focal point and work with other advisers across many disciplines to ensure the family’s financial requirements are met and to provide all the support and guidance needed to help preserve, enhance and, when appropriate, transfer its assets.

Our approach is to learn about your family, understand your financial objectives and, together, decide on an appropriate financial strategy.

We recognise that each family member will have their own financial requirements and aspirations. We can help them to define and plan for these. Individual requirements can then be reflected in a comprehensive strategy to make best use of your family’s wealth.

Jeffcote Donnison Accountants London UK Tax specialists Family office

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