Family office services
Protecting and enhancing family wealth since 1836
Custodians of family and private wealth
At Evelyn Partners, support for families has been at the heart of our business for almost 200 years. Throughout this time, much of what guides and motivates families has remained unchanged. The desire to preserve and grow wealth for future generations, to safeguard and pass on values, and to establish a legacy. With our modern, interconnected world comes increased complexity and additional challenges for families.
Evelyn Partners have been by the side of families for generations, providing bespoke, proactive and pragmatic advice. We act for a diverse range of families from those with established wealth to successful entrepreneurs and international clients.
Protecting and enhancing family wealth
The approach we take is as individual as every family and its members. We dedicate time to get to know each family’s history and dynamics and the priorities of each principal. This is the foundation for the advice and support we provide, which is integrated across financial services, accounting and tax, both business and personal.
We’ll free you from administrative burdens, bringing you closer to what matters most.
Family offices evolve constantly to meet ever-changing needs and opportunities. We work for families in three broad ways:
- For certain families and investment businesses we are their virtual family office. Our team provide integrated accounting, tax, wealth management advice and administrative services from across the breadth of Evelyn Partners
- Other families work with us to decide whether having their own family office is right for them. Where it is, we provide advice and support on the structure, design and set-up. This includes advice on jurisdiction, what should be outsourced and appropriate technology. We also work with families to ensure their values are embedded in the family office. For those who don’t need their own family office, we provide tailored advice from the relevant business areas, bespoke for you
- We act as advisers to established family offices, providing advice and support from across our breadth of services, including asset allocation expertise, family office audits and the provision of networking opportunities. Robust, built-in risk management processes provide protection and peace of mind and we review these regularly for our clients
We recognise that there is no one size that fits all. Our approach and solutions are as individual as you.
The needs of your family, business and personal wealth are all inter-related. We provide holistic advice across every aspect:
Your family. We support families in deciding when and how to pass on wealth, help create family charters and enhance legacies, and provide strategies to reduce the potential for family conflicts.
Your business. For many families, their business is a fundamental part of their lives. We can provide comprehensive, wide-ranging expertise from start-up through to sale or transfer to the next generation.
Your investments. Our start point is understanding what you want and need from your wealth before ensuring it is diversified and structured to manage overall investment risk and associated tax.
Working with you
At Evelyn Partners we have almost 200 years experience of looking after families with complex financial needs across multiple generations, jurisdictions, and legal entities.
Each family has a small, dedicated team that oversees and manages all our services and specialist advice.
For more information on our family office services, please download our brochure. Alternatively, if you’d like a confidential discussion, do contact us on firstname.lastname@example.org