Tax & Legal Advisory
Tax, in particular, has become a much more important issue for family offices in recent years and as such has assumed a more important part of the functions of a family office. Legal matters are also important. We work with a panel of law firms, accountants and tax experts around the globe to advise our clients.
These professionals assist with a wide variety of matters including:
These professionals assist with a wide variety of matters including:
- Constructing a tax plan to best suit the family
- Design investment and estate planning strategies that take into account both investment and non-investment income sources and their tax implications
- Ensuring our clients are tax compliant and tax efficient