Do you need a family office?
Update: 2024-04-30
Description
A family office is a formal arrangement that involves a high-net-worth family being supported with a range of services, including legal, tax, accounting and concierge support. Whether or not you need a family office depends entirely on your financial, investment, and personal needs.
In this episode, Leonora and Mike are joined by Alexandra Britton-Davis, a fellow partner at Saffery.
As well as outlining how they’d interact with a family office as external advisers, they answer key questions, including:
- What is a family office and what services do they provide?
- Do you need a family office?
- What are the advantages of having one?
- How do you set one up?
For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/
Saffery official website
Follow Saffery online
- LinkedIn: https://www.linkedin.com/company/saffery
- Instagram: https://www.instagram.com/saffery_uk/
Email: info@saffery.com
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
