Family office

We offer dedicated support teams to assist with the establishment, management and day-to-day running of a full family office service, designed to suit the particular needs and circumstances of the individual client.

Naturally these services vary from client to client, but we can offer a combination of expertise to address complex requirements, plus a high level of coordination and a long-term view of maximising the opportunities for wealth creation and preservation across a wide range of asset classes.

Central to the provision of family office services for our clients is for us to gain a clear understanding of both the financial affairs of the family and of their specific requirements.

We pride ourselves on working with existing family advisers and forming part of a team which can often produce significant operational efficiencies and high-quality, on-going advice and review.

Contact

Rathbone Trust Company Limited

Ian Taylor
Director
Tel: 0151 236 6666
ian.taylor@rathbones.com

Kevin Custis
Director
Tel: 020 7399 0000
kevin.custis@rathbones.com

Further information

Family office services brochure

Family office
services brochure

Rathbone Brothers Plc - Incorporated and registered in England and Wales. Registered Office: 159 New Bond Street, London W1S 2UD. Registered Number 1000403.