Our Family Office service specialises in providing a full range of integrated solutions to protect, grow and distribute family wealth.
We guide and assist in regard to relationship coordination and facilitation, inter-generational issues and philanthropic intent, to effectively manage and build on family wealth over successive generations.
In doing so, Hayes Knight provides a unique family office service, drawing upon resources as appropriate to meet all or any of the sometimes complex needs of family groups.
Tax & Structuring Services
- Compliance services
- Tax Structuring
- Annual tax planning
- International planning & structuring
Family Wealth Transfer
- Estate & Succession planning
- Estate administration
- Inter-generational faciliation, mediation and advice
- Charitable & Philanthropy administration
Family Portfolio Managment
- Investment policy design
- Investment analysis & manager selection
- Investment placement
- Asset allocation strategy & modelling
- Performance monitoring and review
Management & Administrative Services
- Comprehensive administration & reporting
- Document and record management
- Financial statement preparation
- Budgeting and cash-flow managment
- Debt management
- Bill paying and banking
- Risk management
Family Support Services
- Family board meetings
- Mentoring
- Education & planning
