Comprehensive Family Office Services
We can help you manage, protect and grow your family wealth for present and future generations.
Cuthberts Business Advisory offers a sophisticated suite of services tailored to the unique needs of family offices. We understand the complexities of managing intergenerational wealth and provide solutions that align with your family’s values and long-term goals.
Tailored family governance services make sure that your family’s wealth and values are preserved and managed across generations. Cuthberts provides bespoke governance frameworks that foster family unity, clarify roles and responsibilities and prepare future generations for wealth stewardship.
We also provide expert advisory guidance on managing complex wealth portfolios. This includes financial and taxation advice for clients who require a bespoke, highly specialised service.
Our philanthropic services are designed to help your family make a lasting impact. We assist in aligning your philanthropic initiatives with your values so that effective management and distribution of funds resonate with your family’s vision.
The business landscape continues to grow more complex, especially in the regulatory, tax and wealth management space. Investment and tax strategies have to be more flexible to keep up with accelerating change.
We understand the complexities family offices face. We partner with you to grow your wealth and help you plan how – and when – to pass wealth on to the next generation, safely and sustainably.
What is a Family Office and why do you need one?
A Family Office is a private, stand-alone business entity that manages the financial and personal needs of a wealthy family. Actively engaged in the family business, the Family Office plays a significant role in the community and society through a focus on legacy and social impact. All financial capital managed by a Family Office comes from the family being represented.
Every family is different. Each Family Office is unique in set-up and structure, ensuring it’s positioned to provide the particular combination of services needed by an individual family.
Is a Family Office right for you?
Our private Family Office services are designed to meet the specific needs of clients with assets in excess of $10 million.
Benefits include a high level of privacy, confidentiality, customised services and aligned investment philosophy.
Other factors to consider include:
- Complexity of family structure and number of generations served
- Complexity of family investment holdings and businesses
- Types of services required
- Level of control required over family investment decisions
- Importance of family legacy and purpose
- Family harmony.
A due diligence process is required to assess whether to go ahead with creating a Family Office. Should you wish to create a Family Office with Cuthberts, our team is on hand to guide you through the process.
Please contact us to get started.
The financial needs of high-net worth families can be extremely complicated. Managing a large pool of wealth can be time-consuming and difficult, but an external partner such as a Cuthberts can streamline the process and help you grow your wealth.
What service does a Family Office offer?
A Family Office is a private, stand-alone business entity established by a high-net-worth family. It provides that family with personalised services including investment management, financial planning, estate and tax planning, succession planning, generational change, philanthropy and succession planning.
Family Office Foundation is your launch pad to integrated family, company and private wealth.
Our Family Office Foundation package provides an entry-level solution designed to meet the specific needs of successful families. We provide a simplified process with the aim of setting your family up for the future.
Looking to secure and elevate your family’s financial future?
Partner with Cuthberts Business Advisory for comprehensive family office services. Let’s craft a legacy that resonates across generations.
Talk to us today.
How we can help
We offer you a comprehensive and sophisticated suite of services tailored to the unique needs of family offices.
Financial Advisory Services
Family Governance & Private Family Office Advisory Services
Learn more >
