A common rationale for setting up a Family Office is to ensure the seamless and efficient intergenerational transfer of wealth. It can be a complex task that requires consideration of a family’s circumstances, values, risk appetite and overall financial objectives.

We take the time to understand what motivates you, and the expectations of family members, third parties and other key stakeholders. To ensure the process is as smooth as possible, we help to set an approach to family communications and decision-making responsibilities.