What Does a Family Office Do?

 
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What Does a Family Office Do?

   
A formal centre for managing and preserving family wealth.A Family Office exists to serve the financial and lifestyle needs of a family and its future generations. These needs range from investment management and household bill payment to art collection management and travel coordination.
 
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Basic services generally provided by Family Offices include:
  • Investment Monitoring and Pooling 
  • Financial and Estate Planning 
  • Personal, Partnership and Trust Accounting 
  • Tax Planning and Preparation 
  • Banking and Credit Management 
  • Bill Payment 
  • Trust Administration 
  • Insurance Coordination 
  • Family Communication and Meeting Planning

Additionally, some Family Offices provide:

  • Manager Selection and Oversight 
  • Asset Allocation 
  • Performance Measurement 
  • Philanthropy/Foundation Support 
  • Operating Business Consulting 
  • Real Estate Management 
  • Airplane/Boat Management 
  • Travel Coordination 
  • Educational Programs for Younger Generations 
  • Nuptial Planning
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Charlotte Denton
Our Expert
Charlotte Denton
Senior Vice President, Head, Global Family & Private Investment Offices Group (EMEA)
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+44 (0)20 7982 2000
 
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Charlotte Denton
Charlotte Denton
Senior Vice President, Head, Global Family & Private Investment Offices Group (EMEA)
 

Charlotte has sixteen years experience working in the financial services industry. She gained her A.C.A. qualification with KPMG before relocating to Guernsey for a position with Rothschild Trust Guernsey Limited as a Relationship Manager looking after ultra high net worth clients. 

Her next role was with Barings where she led a team of Relationship Managers. She continued to work within the fiduciary services company through the acquisition by Northern Trust in 2005 and was appointed Managing Director of the Fiduciary Services Company in 2007. 

She joined the London Wealth Management team in 2009 as Head of Client Services with responsibility for services provided to Single Family Offices, Foundations and Charities. In 2011 she was appointed to lead the Wealth Management team in London.

 
Phone number  +44 (0)20 7982 2000
 
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