Family Office

We are able to provide administrative, logistical and advisory support services to families requiring assistance with their financial and business affairs. Although some of these services are outsourced to specialist providers and professionals management and control often rests with the family office to provide a seamless and fully-integrated service. The structure and services we offer are tailored in accordance with the family’s circumstances and requirements.

Our services include:

Banking Relationships

• • Global advice on your banking and custodian relationships.
• • Opening bank accounts on your behalf.
• • Consolidation and restructuring of all type of credit facilities.
• • Raising finance for a multitude of purposes.
• • Payments and credit card management – on an outsourced basis.

Professional Advisers

Sourcing, coordinating and working closely with a dedicated team of international legal, tax and financial experts to address complex cross border issues.

Investment Management

• • Managed Advisory Service
• • Protectorships
• • Risk Management
• • Consolidated review of overall financial situation.

Accounting and Reporting

• • Financial Controls
• • Consolidation of global wealth
• • Budgeting and Cost Control

Insurances

• • Evaluating insurance requirements
• • Ensuring adequate insurance cover in place to protect wealth and assets
• • Life & Health Insurance

Concierge Services

Comprehensive suite of services available to suit clients needs.

To speak directly to a wealth manager or for further information Tel: +350 200 50982 or email wealth@fiduciarywealth.eu