Beyond Compliance
Family Office
Protecting and managing your family’s wealth
Whether you’re a global executive or small family office, we can help you manage your personal and business needs in one place.
Family Office
How can our Family Office services benefit you?
Setting up a Family Office
By understanding your family goals we can help you set up and structure your Family Office.
Family support
From personal tax compliance and advice to divorce/matrimonial support and wealth management, we can support your whole family with their personal affairs.
Business support
From Bookkeeping to HR and Corporate Finance to Corporation Tax and VAT, you will get access to all of our business services.
Asset management
We can support you in managing your assets, from getting valuations to tax structuring and advice on property developments and investments.
Overseas asset management
If you have business and family assets overseas, our International Team will work closely with you to protect and maximise your wealth.
Your future
We can support you with estate planning, succession and wills, helping you to capitalise on opportunities now as well as leave a legacy.
Get in touch
If you’re looking for a better way to manage your financial affairs, we would love to work with you.
We work with High Net Worth Individuals, CEOs and small family offices to safeguard and maximise their wealth.
We’d be happy to arrange a free consultation – simply fill in the enquiry form or call us on the number below.
Call us
+44 (0)20 7299 1400Get in touch
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Why Choose Us
Why Gerald Edelman?
At Gerald Edelman, our Family Office services are bespoke to each family.
From the beginning we will work with you to understand your needs, goals and challenges, developing a suite of services that will help you and your family better manage your wealth.
Through a single point of contact, you will get access to a network of specialists. Whether it’s advice on assets or a family member’s personal situation, our team will help you organise your family interests to maximise success across generations.
COMMON QUESTIONS
Frequently asked questions
What are the benefits of a family office?
A successful family office acts as a personal, private, and protective space for your and your family’s wealth and affairs. There is no one size fits all solution when it comes to family offices. Our experts can guide you through setting up yours to be efficient and secure whilst being tailor-made to your family’s needs. Protect your wealth, create your legacy and support your children and grandchildren by setting up a family office today.
How is a family office structured?
How you set up your family office depends on your individual requirements. But our team recommends structuring your office based on four key areas:
- Wealth management/holding structures
- Operations
- Charity
- Investments
When should I start a family office?
Every family is different, and so are their requirements. If you’re thinking about setting up a family office, our team can arrange an initial consultation. In the consultation, we will get to know you, and your family and be able to advise if we feel a family office structure is appropriate for you. If we feel a full-serviced office isn’t required at the current stage, we are able to tailor our services to provide a bespoke offering that meets the family’s needs at present and review this in the future.
Further support
Estate Planning
Inheritance Tax Advisers
Private Client Services