'Family Office'

Our 'Family Office' Service is the top level of our choices of integrated wealth management private client services, and is for those who need help and administration in managing family assets.

All private clients have access to advice from their own wealth manager, our investment 'Best Buys', and a wealth management blog detailing our best solutions to common financial concerns.

For a fee of less than 1.5% per year on assets under management, on the 'Family Office' service we also provides:-

• our Tax Return service
• our Best Buys
• 'buy' and 'sell' notifications on individual securities
• Portfolio Annual Report
• Planning Annual Report
• all administrative steps required to put the agreed Financial Plan into operation
• liaison with other advisers
• coaching and administrative support of family members

This book accompanies the third and last Stage III course, which clients will want to take to agree what the wealth they have created will do for the next generations

To start this service

Please contact us by email and we will contact you in order to arrange our first meeting.

To enquire about this service

People generally take up this level of service after the 'Stage I' course, to achieve better performance on their assets, and to continue to seek our advice as it applies to their family assets and family businesses. If you have questions about how it would work for you, we'll be pleased to talk to you. Contact Irina Iordanova at our main office by telephone [t: +44 (0)84 4804 5170] or by email here.

We are happy to discuss your requirements in English, Spanish, French, Italian or Bulgarian.

Quality of Advice

We never take commission. We work to the highest standards of tax advice in the UK. If you need an answer to a technical question, you will be speaking to a 'Chartered Tax Adviser'.