Family Office Management

We are a full-service accounting firm providing accounting and financial services to executives and high net worth individuals. Backed by extensive experience and quality work, our accountants will help build your financial future.

Our Family Office Service is based around sound taxation advice, operational efficiencies and incorporates the latest technology with good governance.

  • Ensures the Family Office is operating with the most appropriate tax structure

  • Provides governance around portfolio reporting and statutory compliance

  • Cloud-based portfolio reporting

  • Meets all statutory compliance requirements

  • Ensures payments are made to debtors on a timely basis

  • Ensures all stakeholders are engaged in a workflow process.

Specific services include:

  • Annual tax returns 

  • Portfolio reporting, monthly via Class

  • Compliance reporting, annually via Xero

  • Source document management, via G Suite and mail

  • Governance over operational and statutory requirements

  • Workflow management through Trello

  • Being available to provide advice on your affairs and tax-related issues

  • Provision of taxation advice where necessary throughout the year

  • Timetable for when payments fall due
    i.e. Schedule of payments for investments and taxation

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