Coordinated administration
Bring trust administration, custody, payment and reporting arrangements into a coordinated framework around the family’s requirements.
Family Office Services
TRUST · ADMINISTRATION · CONTINUITYCoordinated trust administration, custody, reporting and family governance arrangements.
01FAMILY WEALTH, IN CONTEXT
One family. A connected arrangement.
A family office brings together responsibilities that might otherwise sit in separate places. We support the architecture and administration of these arrangements, connecting trust, custody, payment and reporting needs. Family governance provides a further point of reference for how decisions are considered, communicated and carried forward across generations.
A family’s administrative needs do not always follow the boundaries between accounts, entities and advisers. We consider the connections between them, with attention to what must remain clear as circumstances change.
Family governance
Support family charters, councils, meetings and decision protocols as part of the wider family-office architecture.
Planning across generations
Connect next-generation planning with the family’s ongoing governance and administrative arrangements, rather than treating each decision in isolation.
Across borders. Across generations.
A family structure can involve more than one jurisdiction and more than one generation. Ownership information, account arrangements and decision protocols need to be considered together. The appropriate roles for legal, tax and other professional advisers depend on the family’s circumstances.
Governance in practiceSCOPE & CONSIDERATIONS
The terms matter.
The scope is agreed around the family’s structure and relevant jurisdictions. Account access, transactions and particular investment services remain subject to onboarding, eligibility and regulatory requirements. Legal and tax arrangements require case-specific professional advice.
Read the applicable frameworkLET’S TALK