Family Offices

We really enjoy our relationships with Family Offices and have built a great reputation over many years.  We recently celebrated one hundred years as adviser to a substantial and exciting property based Family Office, with its own Charitable Foundation.  This relationship was first established by our founder, Harold Sharp – we are now acting for the fifth generation.

We are optimists and strongly believe there is a place for the Family office, retaining focus on all generations and their differing values and objectives.  You want an experienced, trusted but inspiring adviser who can provide real value to your Family Office.

We believe that collaboration and proactive engagement with all stakeholders helps to build understanding and keep the Family Office relevant to the needs of all generations.  Your wealth is protected for future generations and a Family Charter may help you in the decision making.

Your wealth may be underpinned by property investment – we are experts in this sector.  We work with your solicitors and managing agents to fully understand and support your objectives. 

Have you Considered Outsourcing?

You may wish to outsource finance and accounting functions of your Family Office but still be able to rely on excellent and timely reporting for the Board.  We can use online accounting and the best of the latest software to prepare your day to day accounting and tax compliance, ensuring compliance with the myriad of tax rules.   We can put in place a fully outsourced finance function, with bespoke management reporting and attendance at Board Meetings to support the family and main Board.

Talk to our experts

Team