Families and circumstances change. Part of our role is to anticipate issues on the horizon, help manage the impact on your family where necessary and take advantage of new opportunities. One of the hallmarks of our family office service is that we are adept at matching the right people, of the right age and character, to the different generations within a large family. This enables us to build strong personal relationships based on trust and discretion.
Sometimes change within the family may be unforeseen. Your family’s financial strategy needs to be flexible and robust enough to accommodate new circumstances. Equally, disputes can sometimes arise between family members. Ultimately, our role is to act as an independent arbiter, without being seen as judge and jury. In many cases, we strongly recommend establishing a form of family governance including a written family constitution.