Legal & financial specialists.
Local counsel and tax professionals for the issues that depend on jurisdiction, ownership and personal circumstances.
Our partners
Expertise connected
around your priorities.
The most useful partner relationships begin with a clear understanding of the task, the jurisdiction and the expertise it requires.
How the relationship works
Specialist input. One coordinated brief.
Each workstream begins with the expertise it needs: the jurisdiction, professional scope, reporting requirements and who is responsible for delivery. The family office coordinates the conversation and the follow-through.
Selection and appointment should consider professional credentials, relevant experience, capacity and engagement terms. Existing advisers can remain part of the model, with responsibilities and information-sharing arrangements agreed for the actual work.
Our partners
The right expertise.
Around one relationship.
A family office relationship brings different specialists together. The partner model is shaped around each mandate, jurisdiction and decision, with clear roles and coordinated follow-through.
Financial expertise.
Investment professionals, accountants and financial specialists brought into a connected view of the family’s affairs.
Local delivery.
Architecture, property, hospitality and lifestyle specialists for the practical details of an international life.
A clear role for everyone.
Specialist firms are selected and appointed for the relevant workstream. Their professional advice, terms of engagement and responsibilities should be clear from the outset. The family office relationship keeps the different conversations connected.