family office 

We regard ourselves as a multi family office in the traditional sense.  Principally we provide  corporate and trustee services to a number of families but it is the way is which we provide these services which leads us to think of ourselves as a traditional family office rather than a trust company.  We encourage clients to see us as a family resource rather than a service provider. 

The thinking behind the inclusion of family office in our name and our operational style, stems from the close relationship we enjoy with a number of families where we are at the centre of the family's financial matters and have a complete picture of the family's wealth, strategy, concerns and ambitions.  Since establishing our business we have been able to deepen the relationships we have with these families and our pre-agreed fee basis has been helpful in allowing us to spend time with the clients and in dealing with their financial and family matters.

The outcome of this approach is that we are able to deliver what the family desires rather than delivering a standard product.  Our pricing mechanism allows families to involve us more in their discussions and decision making.  Crucially, we are able to spend time with families not just in a business capacity but also in a social environment.  We regard this as time well spent as it deepens the understanding on both sides and allows us a much wider vision of how a family operates.  We believe this is essential particularly when acting in a trustee capacity.  In this sense we have positioned our business so that we can work with families where we can "get to know them".  Our aim is to be regarded as the "family trustee" in the traditional sense that it once had before trustee services became a tax or wealth capturing "product".  

We have developed a discussion document attached which we call a family charter for use in the family environment to aid family discussions.

We are not an investment house or investment advisors.   We do not accept commissions or retrocessions from clients investments.