Family office services

A family office is a structure for managing private wealth and other family affairs. More families are considering the benefits of a family office due to rising concerns about a unified approach to wealth preservation, succession planning and best-practice legal, risk and compliance. The framework and skills needed to create positive interactions across the family has never been more important.

The services provided by our family office vary depending on the goals of each family. Some families may only need strategic or investment services. Others may require anything from strategic advice, through to ongoing operational and logistical support across everyday life.

Comprehensive investment advisory, including advice across all asset classes with access to full socially responsible investing capabilities and unique direct investments, plus a range of alternatives. We also offer investment administration, consolidated reporting and compliance.

We offer a comprehensive range of investment services, including investment advice, portfolio management and administration services. We provide access to unique direct investments, global investments as well as socially responsible investments.

We have a dedicated tax and accounting practice within our group offering strategic, business and local and global tax advice alongside traditional accounting services. Our team operates seamlessly with all other services specialists.

With a dedicated tax and accounting practice within Perpetual, your family office advisor can provide strategic business and tax structuring advice, or advice on how to maximise your business value as part of the overall strategy for your wealth.

Perpetual is proud of our long history of leadership in philanthropy, having supported the philanthropic passions of individuals and families for over 130 years.

Establishing a family foundation or creating an impactful and bespoke one-off giving strategy requires detailed planning and advice. Importantly, this means that we can enable your family to give in the most effective way and help you to leave a legacy.

Our team has worked with hundreds of family foundations and has extensive experience in setting measurable targets and delivering meaningful impact.

Enduring successful governance requires careful planning and a complete understanding of how to deliver optimum future control of family wealth. We provide a complete analysis scenario tested against likely events in the family. Every solution we provide is bespoke.

This approach drives many strategic outcomes including successful estate planning, strategic transition of control and ownership, along with a purpose driven investment policy statement.

Great governance includes effective stewardship of financial, human, artistic and physical resources. Education is an important element in the process of implementing governance and succession strategies. We provide ongoing education and guidance over generations.

Perpetual’s trustee heritage goes all the way back to our beginnings in 1886. We can be appointed as executor, trustee or attorney for our clients. Our families often will appoint us as co-trustee as part of optimum governance for family wealth.

With deep subject matter expertise, we are able to consult and implement practical solutions for our clients whilst ensuring we have the most appropriate risk, investment, compliance, legal and tax structures for your needs.

We can assist with the management of all types of property from residential to investment. We have in-house real estate expertise in buying and selling property globally whilst also working with a panel of preferred, valuers, insurance brokers, trades and lawyers to enable consistency of service.

Our service allows us to work with those known experts and preferred parties to ensure your best interests are met. Our model allows us to partner with any preferred agents if needed. It creates the most comprehensive go to market solution that has our vendors or purchasers best interest first in mind.

Our specialist advisers work with your preferred bank or financial institution to ensure seamless day-to-day financial management and consulting on strategic requests and deal structuring.

Our concierge team offers personalised service with a dedicated person who will be your single, consistent point of contact.

Our executive and personal assistants take care of everything from everyday tasks to more complex private matters.

Each family may need ongoing assistance or ad-hoc help. Our team are on call for project based assignments or ongoing family support.