How it works

Our private office services are aimed at those clients whose affairs can be more complex, multi-jurisdictional and multi-generational.  The team utilise their strong organisational and project management skills to bring about the desired outcomes across the provision of in-house and third-party services including tax planning, legal, wealth management and financial protection aspects.

Legal and financial advisory

Although the tax advisory services are provided by their in-house technical colleagues, the firm then works with panels of external partners, both in the UK and overseas, to deliver the legal and financial advisory solutions.

Each member of the team acts for no more than fifteen clients making sure that each client has a highly personalised and bespoke service with intimate knowledge of their affairs and personalised execution of their planning goals.

Services provided to our private office clients include:-

  •  Tracking investments and reporting on family wealth;
  • Trans-generational wealth transfer planning;
  • Trans-generational wealth transfer planning;
  • Managing relationships with custodians of investments and key advisers;
  • Working with financial advisers to provide adequate protection policies;
  • Bringing about family foundations and other philanthropic vehicles;
  • Planning for and forecasting Inheritance Tax, Capital Gains Tax and Inheritance Tax liabilities.

For more information about our private office services, please call Justin (0207 306 9104), Rachel (020 7306 9109) or Charlotte (0207 306 9101).