Family Office - Managing the Business of your Family
Head of service:
Our Family Office service is based on a very important fact of life. Every family must devise some way to run the business of their family. As time passes, families and their wealth usually become more complex and it is vital that the structure to the run the business of the family - the Family Office – keeps up.
WJM’s Family Office service helps families who want the business of their family to be well run. These families don’t leave it to chance or the taxman to take important decisions for them. They want to do more to shape their future than just hope for the best.
Our services include:
- Family Office Purpose
- Family Office Strategy
- Organising and facilitating Family Meetings
- Family Governance
- Education and training for family members
- Personal wealth planning
- Trust formation, accounting and administration
- Tax planning and tax compliance
- Residential, commercial and agricultural property
- Dispute resolution
- Comprehensive reporting
- Custodianship of documents
Read how one family created their Family Office Download/View
how we’re different:
Others use the term “Family Office” as a different name to describe conventional private client services and investment advice. We offer more experience and value.
The Family Office Purpose, Family Office Strategy and our experience of facilitating Family Meetings ensure that your Family Office is built in the image of your family and is designed to achieve your family’s goals and aspirations. This is critically important because your Family Office cannot just be based on our technical expertise. We need to collaborate to get it right.
Our service is multi-disciplinary because the needs of families cannot be squeezed into specialist areas of technical expertise. This involves us working collaboratively and cost-effectively across WJM and with other advisers whose experience can benefit Family Offices.
We have innovative services that will help you to create a Family Office in your image to run the business of your family to achieve what you want to achieve.
We have experience of helping families make the important decisions that help balance individual aspirations with the collective goals and ambitions of a wider family.