Family Office Service

Our tax expertise and extensive business knowledge enables our team to provide a unique Family Office service helping clients manage and protect their private capital today while ensuring its preservation and a smooth transition for future generations.

We offer tailored, practical solutions that are aligned with the family’s objectives and adopt a holistic approach to the challenges and opportunities families face in managing and preserving private capital. A selection of the services we offer are:

There are a myriad of legal, tax and regulatory issues to navigate in managing and investing significant sums of wealth. We assist our clients in devising appropriate structures to manage and preserve their private wealth and liaise with other service providers on the implementation and ongoing management of same.

Tax planning and governance are critical to the smooth transition of private capital from one generation to the next. We advise on the appropriate structures to facilitate inter-generational estate tax planning and coordinate the implementation and ongoing management of same.

We help our clients manage the increasingly challenging legal and regulatory requirements associated with their affairs. From managing day-to-day banking needs and liaising with credit institutions/ investment brokers to ensuring accounting and personal tax affairs are in order, we take care of all aspects associated with the family’s financial compliance.

The administration of assets can be complex and can require niche expertise. We help our clients structure the holding of these assets whilst also removing the administrative burden by managing and coordinating the day-to-day operations and compliance requirements.

The challenges associated with business succession through different generations is well documented. To protect and segregate the family and business dynamics, we provide advice on and coordinate the implementation of various instruments such as Family Constitutions, Family Councils and Shareholder’s Agreements.

We provide a range of services to assist in the management and governance of clients’ businesses and also ensure they are fully compliant in their day-to-day activities. Our services include directorship services, company secretarial services and accountancy, tax, and payroll services (see Accounting Compliance Services).

Structuring and managing overseas businesses and investments is often complex. We leverage off our network of international tax/legal advisors to coordinate advice regarding structuring international investments and also the relocation of family members to/from Ireland.


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