Family office services

Everyone’s Pathway to considering a family office is unique. The journey to creating wealth and success has the traits of your efforts and the fruits of your labour, knowledge and expertise.

A Family Office is a structure that reduces complexity and provides efficiencies across a family’s breadth of assets and activities.

A Family Office or private office that centralises services to assist a family manage their financial wealth, support their long-term investment goals, manage corporate governance and coordinate independent Committees and Boards for a unified strategy.

Family office services are often a combination of investment, legal, tax, secretarial or concierge services, and governance-related activities, that can be customized to meet the needs of a family.

Family Office services replace the plethora of independent advisors, teams, and systems that families and individuals have created to manage their assets and activities themselves.

There aren’t any “turn key models”  or one-size-fits-all for a Family Office; and each family office is tailored with the services, needs and scale that the family requires for their stage of evolution and future proofing the valuable Family Enterprise for generations to follow.

A Family Office is a vehicle that can bring a family higher financial returns, greater efficiency and oversight, better coordination across the family’s initiatives, and centralized support for the family’s multigenerational continuity.

At SWT we listen to your story and achievements thereby tailoring family office requirements to adapt to you, your financial requirements and long term financial vision.

Family Office – Tailoring the next stage in the evolution of your Family 

Understanding the family’s goals and vision quantifies the unique services to offer, the cash flow and operating budget requirements, and the governance required to implement and maintain these processes for the prosperity of the family.

•Have you built a substantial business?

•Are your investment and wealth assets complex?

•Is your family investment structure adaptive to the needs of your present family and future generations?

•Is it time to pass the business to the next generation?

•Is it time to consider selling the business and recycling your capital into new investments?

•Is it time to diversify your investment portfolio?

•Is an inheritance the legacy of a previous generation requiring preservation, protection and investment for yourself and future generations?

•Is it time to incorporate and draw on the experience of independent advisors to assist the next stage in your family office journey?

If you would like to consider creating or refining a Family Office and would benefit from a partner to co-operate with you contact SWT.

We assist families to analyse their options and design the best-sized office to maximise your capital, value, your needs today, tomorrow and years to come.