Approved Accountancy / Tax firms, BDO and Deloitte, are listed below in alphabetical order.
We are a leading provider of financial advisory and compliance advice to the family offices of high net worth families, having delivered these services for over a 100 years.
Our advisors act for a number of significant family offices and bring a wealth of expertise and experience to meet their needs. Clients benefit from a comprehensive range of services, from financial and tax advisory, through to assurance and compliance. Our aim is first and foremost to help clients effectively structure and protect their wealth.
The relationships with our clients are built on trust and confidentiality. We invest in building longstanding relationships through providing the highest possible level of technical expertise, care and personal service. We go beyond fulfilling our responsibilities and work to meet our clients’ real needs.
BDO is the fifth largest global accountancy firm with a substantial international client base. We have experience of advising on multi-jurisdictional issues, international business, cross border tax and trust structures. We operate in 162 countries and are present in every major global financial centre.
For further information, please contact Alex Traill, Director:
T: +44 (0) 20 7334 9191
M: +44 (0) 7970 599 823
Deloitte’s Private Wealth and Family Office team has extensive experience in working with families to achieve their objectives, implement their wealth strategies across the globe, and establish long-term structures fit for the future.
Our suite of offerings has been designed specifically for wealthy families and their family offices, and our advice draws on expertise across the full spectrum of business, financial, regulatory and social responsibility matters. Our aim is to address some of the fundamental questions and achieve clarity around priorities, wants and needs in order to help define and execute an effective strategy that preserves the family’s wealth and legacy into the future.
We can help you to:
Define your short, medium and long-term goals
Create and transform your family office structure
Create your unique family constitution and governance structure
Plan for real estate acquisitions, enhancements and disposals
Structure and manage your investments
Design appropriate reward structures
Evaluate debt and capital options
Respond to constantly changing tax, regulatory and macro-economic developments
Plan for an acquisition, reorganisation, or exit
Develop your IT strategy
Manage your risk and reputation
Design bespoke next generation development programmes
Plan for succession
We also offer executives leading and working in private, single family offices access to our Family Office Community Programme – a distinctive network which provides year-round opportunities to connect with peers, and share common challenges, experiences and insights on key family office issues.
For further information, please contact Christina Staples, Family Office Programme Lead:
T: +44 (0) 20 7007 8273