Family office services
Our clients are diverse, but share similar concerns regarding how and when to pass on wealth to younger generations.
Equiom has been serving multi-generational families for decades - from providing specialist technical planning and advice for individual family offices to delivering all-encompassing family office management services. We understand that every family’s circumstances are unique and you can rest assured that your affairs are looked after in a professional, efficient and discrete manner.
Equiom takes the administrative burden away from you, so you can enjoy the more pleasurable things in life.
Our teams provide fiduciary and accounting services (including staff payroll), tax and estate planning and assistance with lifestyle management such as purchasing assets, travel, health and education. Equiom is more than just a service provider - we are extended members of your family, here to help you with your affairs - however big or small.
Equiom's family office services
- Family and corporate governance
- Family advisory
- Independent trustee and advisory
- Wealth solutions
- Estate and succession planning
- Philanthropy advisory
- Concierge and lifestyle management
- Property advisory
- Corporate services
To discuss your requirements, please contact a member of Equiom's family office team.
Download our Family Office Information Sheet