Family office services from S&W

We provide expert, practical and flexible support as individual as the families we serve. From creation, controls and governance to accounting, tax and technology, our family office experts provide the specialist support families need in the way they want. We can even act as your family office, providing comprehensive services.

Each family office is served by a small, dedicated team and lead expert coordinating services from across S&W’s specialists. We build long-term relationships and a detailed knowledge of each family’s history, dynamics, goals and wealth, including both personal and business assets.

Protecting wealth and planning for the future

S&W experts bring clarity to complex financial affairs, reduce regulatory and administrative burdens, mitigate risks, as well as avoiding and resolving conflicts. Throughout, we provide effective planning, strategies and structures to manage tax exposures and protect and pass on your wealth efficiently.

Our full range of services includes financial administration, accounting, audit, payroll, company secretarial and tax compliance services, as well as tax planning, inheritance tax advice and succession planning. For wealth transfers, international issues, charitable giving and everyday administration, our support and advice help the family office work more effectively for its members.

Support across the life of the family office

Our services and advice cover the whole lifecycle of the family office, from creation to compliance to ownership transitions.

Family office set-up

We advise on designs, structures and jurisdictions to meet families’ needs, while our outsourced services and technology enable the office to function effectively and you to focus on the issues that matter.
Compliance, governance and risk

From governance structures embedding robust risk management and controls to family office audits. We reduce risks, ensure compliance and give family members protection and peace of mind.
Successions

S&W experts develop tax-efficient, practical strategies for succession and can build in protections and family charters to reduce the risk of conflicts and embed the family’s values in how wealth is managed by future generations.

Our family office service also draws on the full capabilities of our private client tax services and corporate client experts to provide support for you, your family and, where required, your business.

Keeping you compliant, efficient and up to date with a shifting regulatory environment. We develop effective plans and offer proactive support with returns, disclosures and daily housekeeping
Planning for the future to provide for family members with strategies for protecting and transferring wealth, as well as sustaining legacies and values through future generations
Tackling tax transparency to ensure our clients, their trustees and other advisors understand and meet any obligations under FATCA, RTC, CRS, PSC, TRS or other international initiatives or acts

Across tax, audit, advisory and for all your needs we offer comprehensive services, specialist advice and on-hand expertise.

Professional and personal services for your family

Whether it’s corporate services or private client expertise, we offer seamless, holistic services to manage the complexities of family wealth.

Personal wealth

We provide plans and structures to protect and preserve families’ wealth, helping set up, manage and monitor family investment companies, family limited partnerships, trusts, pensions, OEICs and offshore bonds. With effective governance and tax planning, we can also help balance family and business needs. Always up to date with changing regulations and reporting obligations, we ensure our clients keep compliant and tax-efficient.

We’ve supported many of our clients over generations with tax strategies to ensure smooth, efficient transfers of assets. Whether it’s trusts, reliefs or lifetime gifts, we help develop strategies to secure multigenerational wealth.

Over families’ lifetimes and across their assets, we cut through complexities to provide practical solutions to meet their goals and uphold their values. From property ownership structures and transactions to tax challenges around luxury assets, we help manage matters efficiently and free our clients to get on with living.

Business services

Our services support family offices when businesses are a source of wealth and part of their strategy for providing for their loved ones’ futures. Across tax, advisory, corporate finance, audit, accounting and technology, we provide services for every stage of the business lifecycle.

We can help families’ businesses optimise operations and develop effective tax strategies, including at critical points such as transactions, restructuring or overseas expansions. We help keep businesses up to date and adapt to changing tax rules, minimise liabilities and make the most of their reliefs.

We help clients grow their businesses to develop their legacy, manage risks to protect their wealth and plan exits or successions that secure the families’ future.

Why choose S&W for your family office services?

We build relationships for the long term with integrated, expert services for all individuals’ needs:

Experienced: partners and professionals deliver your service, bringing technical expertise and extensive experience with family offices, bringing you informed advice and insights from across the sector.

Personal: services are informed by each clients’ unique circumstances and tailored to each family’s unique needs. A lead expert takes charge of your case, building a lasting relationship.

Trusted: by our clients and valued for our integrity and discretion. We offer a professional and personal service that always puts our clients’ interests and privacy first.

International: issues and interests are comprehensively covered by our US tax team and through our founding membership of CLA Global’s network of 230 offices worldwide.