The benefits for you
Why families like yours are choosing a FAMILY OFFICE MODEL
TAILORED SERVICE
Every client and every family structure is different, requiring a unique approach to delivering a service that suits everyone. We work with you to understand what your overall objectives and priorities are and tailor our delivery to suit this.
EXPERT REPORTING
With the ability to provide tailored reporting to suit your family needs including frequency, collective and individual reporting. On demand access and visibility on investment portfolios.
PERSONAL COMMUNICATION AND DEDICATED TEAM
Your local contacts are supported by a central team ensuring that your are communicated with and supported at all times.
SUCCESSION PLANNING
Estate planning, wealth preservation and creation of your lasting legacy are at the crux of tailored succession planning.
UNPARALLELED SUPPORT
We provide a level of governance and oversight unlike others in the industry.
Our team of specialists oversee the ongoing management of individual accounts and the family group collectively.
The benefits for you
- Specialist expert knowledge to ensure you remain compliant.
- Specialist knowledge and experience in managing large, complex investment portfolios.
- An integrated, transparent and holistic approach to managing your family estate.
- An objective review of your current Trust structure, ensuring maximised intergenerational wealth protection.
- Strong governance and adherence to a formal structure to reduce the risk of future claims.
- A clear view of overall costs to ensure they are consistent with market averages.
- Access to opportunities across multiple sectors, without any conflict of interest.
- Plus, we have full administration services available.
Need help setting up a Family Office?
Perpetual Guardian will undertake a full review of your situation and prepare a summary of activities along with a cost estimate.
We will then sit down with you to gain a thorough understanding of your needs and requirements. Our tailored solutions are developed not only to fulfil your objectives, but to broaden your financial horizons.