The Family Office

 

Our Home Is Your Home

Traditionally, high net worth families would have their assets and investments managed by one of their family members. But given how complex the financial environment has become – it makes sense to talk to us. That’s because over and above our specialist skills in numerous areas of wealth management, we have access to independent research and tools that an individual typically can’t reach. What’s more, you can choose to have your affairs constantly managed by our team of experts under one roof – or you can simply turn to us for guidance, ideas and support. Either way, it’s our goal to work together with you to steer your family to a healthy and sustainable financial future.

Objective Specialist Advice. A personal Touch

Our Private Client Holdings Family Officer acts as your personal Chief Financial Officer. He or she is supported by a team of dedicated professionals – each of whom is an expert in a different field of finance such as Wealth Management, Tax Planning, Estate Planning, Cash Management and Risk Management. This team works as a unit to help you identify your family’s bigger picture and define and implement strategies for managing its wealth and leveraging its combined assets. It is a highly focused and integrated approach to managing wealth and it’s a process that is underpinned by confidentiality and respect.

The benefits

• An integrated plan: including an investments strategy, wealth transfer strategies, proactive tax planning and optimal ownership structures.
• Wealth management services: are provided to each family member.
• Investment advice: managed in the context of the overall family balance sheet.
• Coordination of external advisors: including lawyers, accountants, investment and insurance advisors.
• Wealth transfer: the security of knowing that there is always someone who knows your family and their financial status.
• Objective and time-sensitive advice: from advisors who understand your family’s goals.
• Traditional financial services: including tax and administrative services and reporting.
• Transactional banking services including bill paying.
• A full spectrum of fiduciary services: including trusts, Wills, estate and succession planning and asset protection.
• Education and mentoring: ensuring that your family’s wealth grows and is seamlessly transferred from generation to generation.

Ensuring that your heirs receive their inheritance in the most tax efficient manner is a professional service on which we at Private Client Holdings pride ourselves.
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