The Family Office
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Transcript of The Family Office
![Page 1: The Family Office](https://reader033.fdocuments.in/reader033/viewer/2022061122/5472932fb4af9fbe0a8b509c/html5/thumbnails/1.jpg)
The Family OfficeThe Family Office
![Page 2: The Family Office](https://reader033.fdocuments.in/reader033/viewer/2022061122/5472932fb4af9fbe0a8b509c/html5/thumbnails/2.jpg)
• 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
![Page 3: The Family Office](https://reader033.fdocuments.in/reader033/viewer/2022061122/5472932fb4af9fbe0a8b509c/html5/thumbnails/3.jpg)
• 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?
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• 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)
![Page 5: The Family Office](https://reader033.fdocuments.in/reader033/viewer/2022061122/5472932fb4af9fbe0a8b509c/html5/thumbnails/5.jpg)
How we help the Family(2)How we help the Family(2)
• Investment reporting Collating investment managers’ reports Objectives Benchmarking Asset classes
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• 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)
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• 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)
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• 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)
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• 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