Our perspective
Family office
A coordinated view of family priorities, professional advisers and the responsibilities connecting one generation with the next.
Coordination
Bring the conversations together.
Complex arrangements can involve businesses, investments, property and charitable commitments. A coordinated view helps identify where decisions depend on each other and where responsibilities need to be clarified.
Governance
Agree how decisions are made.
Who takes part, which decisions require agreement and how responsibilities are passed on should be considered explicitly. These are practical questions that deserve attention before an urgent decision is required.
Continuity
Prepare people as well as structures.
Succession involves knowledge, expectations and personal readiness as well as legal arrangements. The approach we are developing recognises the importance of early conversations and appropriate legal and tax advice.