Family Office Setup Service

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Family Office Setup

Family Office Setup and OngoingAdvice

A family office is a privately held wealth-management organization serving the members of an affluent family. Family offices are established for multiple purposes which include the aim of wealth preservation, wealth growth and the optimum transfer of family wealth across the generations. Family offices in general meet the needs of the family across the entire spectrum and involve investment, asset management, business succession planning, governance, efficient wealth transfer, personal estate planning, legal and tax services.

Iain Mair has helped UHNW families establish their single family offices from inception to completion and continues to work with them on an ongoing basis.

Schedule Consultation:

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