The Family OfficeThe Family Office

• Assisting with control of family assets and expenditures

• Tax restructuring• Project management• Does not involve investment management• Tailored to meet your requirements

The Family OfficeThe Family OfficeKey messagesKey messages

• Wealthy families• The resident non-domiciled family• The non-resident family with UK assets• City executives• Divorcees• Ageing families

Who can benefit?Who can benefit?

• Tax structuringConfidentiality and disclosure issuesCreating and reorganising international structuresWills and letters of wishesTax break maximisationUK agency and nominee companies

How we help The Family(1)How we help The Family(1)

How we help the Family(2)How we help the Family(2)

• Investment reporting Collating investment managers’ reports Objectives Benchmarking Asset classes

• Property management – Private residencesMain point of contactControl of expenditures and paying billsContract services

• EmployeesPayroll and employment issuesHiring and firing

How we help the Family(3)How we help the Family(3)

• UK tax compliancePersonal tax returnsProperty tax returnsVat

• Project managementManaging projectsProperty purchasesYacht & plane purchases and sales

How we help The Family(4)How we help The Family(4)

• Control of assetsAsset registerOwnership issuesWorld asset statementEuropean residential property

• Control of expenditures Budgeting personal expenditure and reporting Budgeting property expenditure and

reporting

How we help The Family (5)How we help The Family (5)

• Assisting with control of family assets and expenditures

• Tax restructuring• Project management• Tailored to meet your requirements• Robert John• +44 (0)20 7292 7800

The Family OfficeThe Family OfficeKey messagesKey messages