Family Office Set-up & Advisory

A family office structure generally incorporates a holding company in a tax efficient jurisdiction and includes subsidiary investment and wealth management, tax and legal advice, philanthropy, a next generation focus and associated succession planning.

No family office is the same.  They differ depending upon the needs and requirements of the individual or family and are impacted by such things as: the source of family business income, a major liquidity event or exit, an inheritance, as well as what the wealth goals are. All these questions impact how and why the structures are established.

Percheron Advisory works with you on your family office business plan, including objectives, family members involved, risks, and coordination of the necessary legal and regulatory authorisations, working with the best legal, tax, compliance, trust, reporting, IT and next generation experts.

Percheron Advisory will also work with you to source best investment opportunities, working with authorized and regulated entities to populate the investment and wealth management portfolios.

The UK and other jurisdictions have tightened significantly their anti-money ("AML") laundering and source of wealth requirements and all clients will be subject to enhanced due diligence, AML and source of funds checks.