Hawksford International has provided family office services to wealthy families for many years. In some cases we have done so for several generations of clients. This experience forms the foundation of our successful family office service, which is provided by our specialist teams working closely with our clients and both their internal and external family advisors.
Our clients have very different objectives and requirements for their family offices, so the services we provide vary from one client to another. Our service designs and delivers a bespoke package for clients across a broad spectrum, which can include:
- a Hawksford International team specifically dedicated to the client’s family office
- a holistic approach to the coordination, management and administration of the whole of a family’s wealth, acting as a central point of contact (whether or not all the assets are held in trusts or similar structures)
- active management, rather than passive administration, working with external advisors and really understanding the governing principles
- creating flexible and evolving structures adaptable for changing needs and circumstances and with appropriate systems for family guidance and involvement
- global asset and succession planning using where appropriate trusts, wills, foundations, family limited partnerships or other structures
- overview and monitoring of investment portfolios and investment managers
- the coordination of legal and fiscal advice, and private banking
- the management and governance of investment portfolios, trading companies, real estate, yachts, aircraft, art collections etc.
- in conjunction with the family, working with the next generation(s) to help educate them on financial and investment matters and to integrate them over time into the management of family wealth
- private secretariat and practicalities such as buying, selling and managing properties, coordinating insurance, paying bills, staff payroll and employment contracts.
At Hawksford International, we pride ourselves on building strong relationships with both our family clients and their advisors. Consistency of service and staff is key to this and we are proud of our ability to retain good people. We use our expertise to bring high level control, coordination and management to complex family situations, to protect and grow family wealth and to build a secure and lasting foundation for our clients' children and grandchildren.
For further information on this service please contact Anita Lovell, Tim Cartwright or any of our Directors.
