Family Office

Family offices manage the complex needs of a family group, helping to protect and grow their wealth, build and maintain the family legacy and transition that wealth to the next generation.

Meeting these complex requirements requires a deep understanding of the family structure, values, goals, business, investments and other assets. It also requires technical expertise and a full range of tailored, integrated services - accessed when you need them through one, trusted relationship.

How BDO can help

We provide practical advice and integrated services to help preserve wealth within the family and plan for succession, covering both financial and non-financial issues. Our family office team has extensive experience providing tailored, holistic solutions to single and multi-family offices.

Our services include:

• Accounting, tax compliance and tax advisory
• Bookkeeping, payroll and mail administration
• Family governance and charters
• Estate and succession planning
• Generational transition
• Conflict resolution
• Risk management and cyber security advice
• Specialised income tax and group structuring advice
• Wealth management support
• Consolidated and asset management reporting
• Philanthropic planning and management.

Whether your family is looking to establish a dedicated family office, or has an existing family office and needs bespoke, integrated solutions, contact our family office advisers to discuss your requirements.