Legal | Tax | Accounting | Fiduciary
Independent – Expert – Integrity
– An Integrated, Independent, 360 Approach –
Effective management of family office and wealth services encompasses a range of issues related not only to business aims, but also to personal and family goals.
Wealthy families often consider establishing a family office to manage their many investment, reporting, philanthropic and financial planning responsibilities.
Holistic & Sustainable Structuring
Properly structuring and staffing a family office and wealth structure requires an analysis of tax and governance considerations, juxtaposed with a thorough understanding of the family’s short and long term business and professional goals and objectives.
Family office and wealth structures and platforms must be based upon a holistic and sustainable planning and objectives, so as to withstand change – both within the family, as well as the wider world.
We are recognised for our ability to deploy cross border platforms and structures
With a well established department, created to manage family wealth structures, Acumum’s partners and staff can provide a comprehensive and integrated approach to the provision of services to families
Acumum’s services include:
- Legal, Compliance & Accounting Services
- Net Worth Management
- Risk Management
- Tax & Structure Planning
- Estate & Succession Planning
- Philanthropic Planning
- Governance & Education
- Adviser Coordination
- 3rd Party Referral Services
- Administrative Services
- Consolidated Reporting – Bankable & non-Bankable Assets
- Trust & Foundation Accounting & Maintenance of Asset Ledgers
- Ongoing Management
For more information, kindly contact Geraldine Noel, Managing Partner: firstname.lastname@example.org