Family Office

A professionally run Family Office can help to protect and grow a family’s wealth and preserve the legacy for future generations. As part of the Knox group of companies, our regulated corporate service provider can offer a Family Office that is committed to understanding the client’s unique situation and specific needs.

Working with the client and their existing advisers, the family office will assist with the family’s goals, objectives and financial situation, addressing and managing the client’s personal affairs across a broad spectrum of requirements.

They will provide a single interface between the family and all its affairs. Their activities will encompass supervising and managing the family’s assets including yachts, aircraft, cars, real estate, watches and art collections. They will also oversee arrangements relating to financial and property investments, liaise on legal affairs, manage tax compliance and identify and assist the client to achieve their family’s objectives in a professional and effective manner. In all matters, the family office will ensure that the family’s financial, personal and philanthropic objectives are actioned within strict protocols, reflecting the needs, aspirations and concerns of family members.

Family Office Services

  • Management of assets including yachts, aircraft, art collections and other personal property and real estate
  • Oversight of financial management, control and holistic reporting
  • Investment consulting and monitoring including investment reviews and benchmarking
  • Coordinating insurance requirements
  • Implementing strategic tax planning across jurisdictions and asset classes following advice from specialists
  • Family Governance
  • Wealth Protection
  • Consultancy and project management to oversee key project deliverables
  • Family Office audit offering a review of current structures, investment policy and providing recommendations to improve services to the family

KNOX PRIVATE OFFICE

Trusted Advisers. Collective Expertise. Bespoke Solutions.