Private family office

Transcription

1 Private family office

2 A long tradition of advising families

3 Creating a vision for family wealth In an ever changing world there are increased opportunities for wealth creators, but increased challenges and complexities for managing family wealth. We will set up a single office to manage your entire portfolio. For clients wishing to set up and run a family office, we will provide office space, trustees, directors, company secretarial support and administration services. In addition, we can assist with the provision of employees as well as accounting services, asset reporting and shareholder and nominees services. Listening and working closely with you, we will provide solutions to help you achieve your vision and overcome some of the challenges you may experience, allowing you to focus on your family and your business priorities. We will work and connect you with advisors, including legal and tax professionals, to help integrate a complete plan with measurable goals and expected outcomes. During this process we review all documents and specifics, and then construct planning scenarios that forecast asset value changes.

4 Our approach Our family office team has accrued many years of experience, working with clients who require a dedicated team of experts to help administer their assets within their own lifetime and for future generations. Our reputation and success has been achieved by investing the time to listen and understand your situation, goals and aspirations at the outset and build a proposition which suits your needs. We will spend time with you to make this process simple whilst providing you with all of the detail you require to make informed decisions.

5 G O V E R N ANCE Providing independent management and oversight Provision of professional directors Building a family constitution Family communication Incorporating family values into a succession plan Successful wealth transition Protecting future generations S U C C E S S I ON S O C I A L Y O U R I N G M A N A G I S O R S A D V Legal and tax advisors Banks Investment managers Specialist asset class advisors Propery management companies I L L A R Y S ERVICES Treasury and cash management Fund establishment and administration Custody Outsourcing solutions i.e. payroll, HR Pension services Full custody (quoted and unquoted assets) Your family office Provision of office space Provision of employees Registered office PA service Philanthropy Mentoring and educating future generations Accounts Bookeeping Tax reporting Regulatory and statuatory filings Company secretarial support R E P O R T A N D E D U C AT I ON R E S P O N S I BLITY I N G A N C S U P P O R T I C E O F F

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7 Achieving ambitions, alleviating concerns The journey to creating a family office can be a difficult one. Working with experts and forming a team of trusted professional advisors at the outset can make the journey an enjoyable and rewarding process. Once you have established your family office our dedicated team will continue to work closely with you and your advisors to navigate any issues or changes in your circumstances, as well as external factors such tax and regulatory changes. Achieving your ambitions Create a legacy to protect and educate the future of your family Continuing to guide you through the complexities of managing your assets Building successful relationships with quality advisors and specialists to get you the best advice Creating time for you to focus on your other priorities Our priority is to understand your objectives from the outset and help you find solutions Creating a flexible strategy to manage your wealth now and for the future. Alleviating your concerns We will deliver high levels of personal service and streamline efficiencies We will build a long lasting relationship with you and into future generations We will provide flexible individual solutions and identify and co-ordinate services and advisors appropriate for you and your needs We will put governance guidelines in place to take a disciplined approach to managing your assets We will maintain an open and honest relationship with you.

8 Contact us Jersey Grant Brown Head of Family Office Services t: +44 (0) e: Europe Livio Gambardella Client Director t: e: Middle East Lynda O Mahoney Head of Business Development DIFC Representative Office t: +971 (0) e: lynda.omahoney@linkgroup.co.uk Link Asset Services is a trading name of Link Asset Services (Jersey) Limited, DIFC Representative Office, which is regulated by the Dubai Financial Services Authority as a Representative Office. This marketing material is intended for Professional Clients. Link Asset Services is a trading name of Link Asset Services (Jersey) Limited and some of its direct and indirect subsidiaries and affiliates which are licensed and regulated by the Jersey Financial Services Commission for the conduct of trust company business and/or fund services business or as permit holders pursuant to the Collective Funds (Jersey) Law 1988.Link Asset Services is a division of Link Group and a trading name of the companies in the division which provide a range of corporate and financial services and related products. For further information about the companies in Link Asset Services, including their legal and regulatory status, visit