Family office
Family Office work is our speciality with many of our clients today being the third generation of their family to have entrusted us with their wealth.
As families become more globally mobile, there is a greater requirement for consolidated administration, advisory and tax reporting. We provide a multi-family office model which enables clients to avoid the expense, time and burden of setting up, staffing and running a “physical” office. As a director led business we offer all clients a personal service, delivered by our knowledgable and highly trained team of specialists. Our clients know their team members by name and have strong relationships built on continuity and high levels of service.
Services include:
- Co-ordination of financial and succession planning
- Asset protection – structure administration
- Investment administration
- Selecting structures and jurisdictions to maximise operational and fiscal benefits
- Regular bespoke financial reporting
- Designated point of contact
- Close and regular liaison with the family and their advisers
- Ensuring legal, statutory and compliance affairs are adhered to in each jurisdiction as necessary
By engaging a Family Office specialist, clients can be assured of the ongoing effectiveness of their structures, protecting and managing wealth for future generations.
FCM’s success is founded on its excellent service to private clients and their families. Many families have been clients continuously through two and three generations.
Suzi Hall
Director
Related team members
We are proud of our people and the service they offer our clients.
