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Family Office Services

Would your family benefit from a strategy that helps preserve, grow and transfer the family wealth across generations?
Do you seek support to manage the opportunities and challenges that flow from your family’s wealth?

Overview

Our dedicated Family Office team provides a diverse set of services to several ultra-high-net-worth families. The precise nature of the support varies from one family to the next, but typically involves designing and overseeing a strategy that helps sustain the family wealth across generations.

We use our in-house expertise and engage with other professional advisers to provide a comprehensive array of global solutions. These range from tax advice, asset structuring and investment to a host of non-financial matters, including philanthropy, succession planning and the management of lifestyle assets. We also help establish and maintain family office governance structures, like Trusts, Advisory Boards and Investment Committees.

Our dedicated team of professionals has decades of experience organising family wealth. We aim to be an informed counsel for all family generations. Given our independence, we do not suffer from the short-term profit pressure, excessive bureaucracy and high staff turnover that often plague larger companies or those owned by private equity.

The security of your assets is paramount. Client monies are always held in segregated accounts with major global custodians. This means your assets are not exposed to the creditworthiness of the Bentley Reid Group. In all jurisdictions of operation, our entities are fully authorised and regulated by the relevant local authorities.

At Bentley Reid, we pride ourselves on regular, clear communication. You will be appointed a dedicated Senior Director who, along with their team, is always available to address any questions or concerns you may have. We can tailor formal reports to meet your specific needs, working with other providers to deliver consolidated reporting.

Why use Bentley Reid for Family Office Services?

  • We have extensive experience creating and overseeing clearly defined wealth management strategies for families with substantial wealth
  • We combine our in-house expertise with a network of external advisers to provide an integrated service that covers:
    • Succession and estate planning
    • Multi-jurisdictional tax advice
    • Trusteeship and corporate administration
    • Cash & liquidity management
    • Investment management across the full spectrum of asset classes
  • We are well versed in helping to implement family office plans, including family charters, mission statements and the related governance structures
  • We provide consolidated and tailored reporting for all related parties
  • We use independent, high quality custodians for banking services and the safe-keeping of your assets, including any that you already employ
  • We can assist with the management of properties and lifestyle assets
  • We are often asked to be members of Family Office Advisory Boards and Investment Committees
  • We can help mentor the next generation as they assume responsibility for, and have access to, the family wealth
  • We are used to advising on and helping to oversee philanthropic endeavours, including registered Charities

Fees

At the outset of our relationship, we agree a clear schedule of fees with you that reflects the complexity of the proposed arrangements, the asset values and the anticipated levels of work. All fee agreements are reviewed at regular intervals.

To learn more about our Family Office Services please complete the form below.

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