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:

• 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