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.

How can we help?

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Setting up a Family Office

By understanding your family goals we can help you set up and structure your Family Office.

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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.

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Business support

From bookkeeping to HR and corporate finance to corporation tax, you will get access to all of our business services.

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Asset management

We can support you in managing your assets, from getting valuations to tax structuring and advice on property developments and investments.

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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.

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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.

What happens next?

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 to discuss your situation over the phone or have an in person meeting at our Cornhill office in the City of London – simply fill in the enquiry form above or contact Amal Shah or Carl Lundberg on +44 (0)20 7299 1400.  

Meet the team

"My work mainly focuses on providing tax advice to clients, from high net worth individuals and personal tax clients to non-resident landlords."

"My main specialisms are corporate finance and forensic accounting. I am also a member of the Academy of Experts and am regularly engaged as an expert witness in civil and criminal cases."

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. 

What do you want in a partner?

As your advisor, we would work in partnership with you to help in the initial set up stages, the running of your family office, and navigating any external factors that may impact you. Just a few things that we would support you with include:

  • Managing your family’s investments and assets
  • Providing governance for your estate
  • Financial/wealth management advice 
  • Succession planning 
  • Creating regular reporting so you are kept informed 
  • Providing a single point of contact to work with you and your family 

To speak to our team, call us or send us a message using the following form and we will be in touch.

T: +44 (0)20 7299 1400