Accountancy / Tax

Approved Accountancy / Tax firms, Lubbock Fine, KPMG and Moore Stephens are listed below.

KPMG’s Family Office Services team understand that every family is different so we provide bespoke advice to establish and operate your family office and grow and preserve your energy.

No two families are identical and the same goes for family offices. But whatever your family office does, there can come a time when it needs some external support.

The way KPMG offers that support stems from one key insight: that the term “family office” is just a flexible concept. And so we believe that a one-size-fits-all approach to family offices cannot work. Whether you are thinking about creating a family office for the first time or involved with a significant and long-established operation, every case requires a unique approach. That is why, rather than having a set list of family office products, we focus on having a team of specialists who draw on the wider experience from all areas of our global practice to suit each client and their challenges.

Our family office clients are currently drawing on the following areas of specialist expertise:

Reviews of operations and governance
Business intelligence
Corporate finance
Corporate governance, regulatory & compliance advice
Cyber Security
Due diligence
Family business consulting
Family governance
Financial modelling of family’s wealth
Financial risk management
Forensic accounting
Indirect tax including VAT, stamp duty, transfer pricing and luxury asset expertise
Internal audit strategic sourcing
Investment consulting and advisory services
IT advisory services
Management consulting and operating model design
Partnerships and joint ventures
Personal tax and structuring advice
Private client advisory
Tax compliance
Small business accounting, book keeping and payroll
Specific country and sector expertise
Statutory and non-statutory audit
Structural reviews
Technology reviews
Transaction support for buying or selling a business

Whatever your family office’s needs, we have people who can help.

For further information, please contact:

Catherine Grum

Head of Family Office Services

Phone: +44 20 76942945

Mobile: +44 7796 278491

Email: catherine.grum@kpmg.co.uk

Website: KPMG Family Office

Moore Stephens is a top ten accounting and advisory firm, with offices throughout the UK and members across the globe. We partner with our clients, supporting their aspirations and contributing to their success. Our in-depth understanding of our clients allows us to deliver focused accounting and advisory solutions, both locally and globally. Moore Stephens International is a top ten global network, headquartered in London with fees of over US$2.6 billion and offices in 106 countries. Our clients have access to the resources and capabilities to meet their global needs.

From incorporating companies and secretarial services to advising on corporate structures to offer both tax efficient solutions as well as discretion and privacy. Our family office team have a wealth of experience in handling such matters and take the time to understand each client’s needs before proposing and actioning a solution. Regardless of the reporting framework (for example IFRS, FRS102, US GAAP) we work with our clients to ensure that they have the solution they want and we have no fixed formula approach.

We have the depth and breadth of expertise to give our clients the comfort of an advisor who can be trusted with their tax affairs regardless of their personal circumstances. With a particular expertise in servicing non-UK domiciliaries, our private client team provide advice to a wide range of high net worth clients, including families, entrepreneurs and professionals. We aim to be a one stop shop for high net worth client requirements and their businesses and have specialists who advise on all aspects of tax planning.

For further information, please contact Alex Traill, Director:

E: Alex.Traill@moorestephens.com

T: +44 (0) 7334 9191

M: +44 (0) 7970 599 823

W: www.moorestephens.co.uk

Lubbock Fine is a firm of chartered accountants, business consultants and tax advisors with offices in London and Dubai with a focus on Family Office – Private Client services.

A founding member of Russell Bedford International, a global tax and accountancy network with over 280 offices in 90 countries, we are able to offer cross-border, comprehensive, bespoke solutions to high net worth individuals and their families. Our partner-led service approach assists families to manage the complexities of their personal and business values, aspirations and daily lifestyle requirements.

As a high net worth individual you face many challenges managing and preserving your wealth, for you and future generations. Our family office will help you identify your goals, offer expert, pragmatic advice and craft solutions suitable to your needs.

We will personally guide you through the financial maze and act as your very own family chief financial officer, effectively administering, monitoring and reporting on your financial affairs, saving you time, money and the stress of dealing with the complexities of management.

Our extensive expertise in accounting, tax, business, financial and administrative support will provide you with a comprehensive and bespoke service based on your individual requirements, while still remaining objective, independent and confidential.

Your decision to engage us as your family office is an important and personal one, especially since we will become a long-term trusted advisor.

Who we help:

International residents and non residents
Entrepreneurs and owner managed businesses
Jet setters
Families and partnerships in conflict

What we offer:

Bespoke lifestyle service and administration
Portfolio reporting at the touch of a button
Wealth preservation and succession planning
Working in partnership with other advisors

The benefits of using Lubbock Fine as your personal family office:

We will give you:

A personalised and responsive service, driven by thoughtful, objective and independent advice to enable you to coordinate and oversee all components of your life.
An integrated plan and consolidated financial picture for your family’s worldwide assets, including investments, wealth transfer strategies and performance reporting.
A comprehensive risk management approach coupled with highly optimised tax mitigation so you know your family and wealth are protected.
A central library of all your family’s documents at the touch of a button so that you know where they are including your will, trust deeds, real estate titles, investment notes, insurance policies and all financial documents.
The time, cost and efficiency benefits of pooled resources and purchasing power.
Coordination of your professional advisors, ensuring that your personal goals are met and nothing falls through the cracks.
The confidence that, if something happens to you, there will be someone in place who knows your family helping them manage through transitions and transfer wealth to future generations.