Our 'Family Office' service is for those individuals who wish to have an integrated planning and asset management and tax service from the same firm.
This design offers convenience and time saving features for the busy individual with multiple compliance and reporting obligations for trusts, companies, and dealing accounts, often in different tax jurisdictions.
- - cash flow management and annual planning report in April
- - asset management and annual performance report in July
- - tax returns and tax reduction annual report in September
Fees
We charge 2% of assets under management with discounts for volume, and minimum fee of £7,200 p.a.