What is a Family Office?

A Family Office acts as a trusted advisor to families and individuals. Our research has shown that many families are looking to build loyal, trustworthy and confidential relationships above all else.

We work together with a dedicated team of professionals to help oversee the many different affairs of client families. Our goal is to ensure that nothing falls through the cracks.

A Family Office offers unbiased advice and objectivity; the integration and coordination of all the services of a family’s other advisors. We are more than happy to work with existing advisors. We are also well positioned to make referrals as required.

The decision to engage a Family Office is a personal one, with a variety of factors to be taken into consideration. Net worth is only one of these factors.

Maintaining a relationship with a trusted advisor provides confidence and comfort that, if something happens to the primary family decision maker, there is someone already in place to help the family manage through the difficult time and transitions needed.

The Family Office can take care of much of the burdensome administration that you don’t have the time or desire to do. In an emergency situation, focus can be made on the well being of the family rather than adding unnecessary stress.

We speak the language of different specialists and represent the family’s best interests in all matters. We sit on the same side of the table with the families we serve – free from conflicts of interest.

Our experience enables us to not only help you manage the day-to-day, but also help you to see around corners, anticipating and preparing for future transitions or changes of circumstance.