Approved Accountancy / Tax firms, BDO, Deloitte, haysmacintyre, and KPMG, 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
As one of the UK’s leading accountancy firms, haysmacintyre understands the importance of building long lasting relationships built on trust and open communication.
We are proud to count a significant number of family offices and high net worth individuals amongst our client base and we work with them on transactional, taxation and compliance engagements. These include M&A assignments (financial due diligence, share valuations and exit strategy planning), provision of personal and business taxation advice and ongoing compliance such as statutory accounts preparation, completion of tax returns and audit. Our services lines feed into our specialist corporate sector teams, ensuring that our clients have a team that is knowledgeable of the key risks facing that particular sector.
Our key corporate sectors are: property, financial services, hospitality and creative media & technology. These sectors are subject to substantial and increasing private investment activity, making us ideally placed to work with family offices on fulfilment of their corporate strategy, while being able to provide quality advice on any associated personal or internal matters that may arise.
We offer a fully integrated range of services. Our specialist teams are typically overseen by one client engagement partner, meaning our clients benefit from a combination of high-quality, specialist expertise and a unified view of their affairs and commercial goals.
We are also a founding member of the MSI Global Alliance, a global association of over 250 independent legal and accounting firms in more than 100 countries which brings together member firms with knowledge and experience that allow us to offer a truly international service to our clients.
For further information, please contact Christopher Cork, Director:
DDI: +44 20 7969 5685
Mob: +44 7765 670197
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:
Whatever your family office’s needs, we have people who can help.
For further information, please contact:
Senior Manager, Family Office and Governance
Website: KPMG Family Office