Services

Family Office

The successful family office requires a substantial degree of expertise, a high degree of trust and the ability to work closely with a wide of range of professionals from numerous disciplines.

A breakdown in family relations is perhaps a greater danger than taxation to family wealth. The successful family office must be designed to avoid tension and conflict, and to act as a sounding board for family views whilst giving due weight to the wishes of the settlor - certainly through guidance notes and sometimes through representation in governance.

We have a long and successful track record in this field and are able to offer dedicated support teams to assist with the establishment, management and day-to-day running of a full family office service, designed to suit the particular needs and circumstances of the individual client.

Naturally these services vary from client to client but we offer a combination of expertise to address complex requirements, a high level of coordination and a long-term view of maximising the opportunities for wealth creation and preservation.

The family office service can embrace a wide variety of disciplines, ranging across areas such as property management, the facilitation of investment advice and manager selection, fine art, wine, chattels, private shareholdings and so on. This list is almost endless, however whatever the combination of services required they are provided to ensure that each particular client will gain from the high level control, co-ordination and management that our experience can bring to often complex family arrangements.

Rathbone Trust International also prides itself on working in harmony with existing family advisers and forming part of a team dedicated to providing a quality service to the family, and producing significant operational efficiencies and high quality on-going advice and review.

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