Family office services
Typically, family office services are needed when a family has a complex set of affairs, such as international considerations, numerous business or investment assets, or multiple generations within the family.
As a multi-service business, we offer a complete family office solution managed by a team of personal and business advisers working with other professionals to bring joined-up advice to individuals, families and family offices.
Our expertise includes working with individuals and families who have recently realised significant private wealth all the way through to established wealth-holding structures now providing for the third and fourth generations.
A major benefit of a family office is that families get to hand-pick a dedicated team of advisers to manage their personal financial affairs giving them the time back to do what they enjoy best.
Building a genuine connection with our clients and their families, and understanding their values, goals and plans at the outset, to build trust and encourage openness and collaboration is of huge importance to us.
Our services
- Family office design
- Tax efficient structuring of private wealth.
- Wealth planning and investment strategies
- Advising single-family offices
- Forvis Mazars multi-family office
Building a family office
Each family office will have different aims and objectives and therefore different needs when it comes to services. However, core services typically include tax planning and assurance, wealth planning, investment strategies, benchmarking and reporting and leading regular family meetings to keep delivery against objectives on track.
In addition to these, a family office may seek other advisory services for example consulting on the family’s philanthropic aims and governance framework, deal advisory including business acquisition/sale planning, cyber security advice, privacy and data protection, financial modelling, and consulting in respect of environmental, social and governance matters to name a few.
Advising single-family offices
As well as advising clients who are new to the family office world, we also advise established family offices where further expertise or support is needed. Typically, we support single-family office clients where they require ad hoc advice on a project-by-project basis and on broader structuring matters.
We work with existing advisers to ensure that projects are planned and executed to meet the family’s objectives.
Forvis Mazars multi-family office
As a professional services firm, we work to find the best solutions for each family in the short, medium and long-term using our expertise from across our private client and wider business building a team of experts that can all be found under one roof and delivered by one dedicated relationship team.
Our global network means we pull in expertise from across over 100 countries to manage individual and family clients’ global interests and comply with local regulations. Supported by this international network, clients can feel assured that any advice given is of a global mindset.
Get in touch
If you would like to speak with us about establishing a new or managing an existing family office, please enquire below.
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