Family office services
Bringing clarity and confidence to family office and tax advisory services.
Managing substantial family wealth comes with unique challenges and opportunities. It often requires a blend of specialised professional services, from family office structuring and governance to tax advice, succession planning, accounting, professional trustee services, legal advice, investment management, and philanthropy. At Bates Weston, we bring these elements together seamlessly, ensuring your family’s wealth is managed with care, clarity, and long-term focus.
Our approach is built on strong relationships and tailored solutions. We know that wealthy families value trusted, long-term partnerships with their advisors, and we’ve designed our services with this in mind.Â
A bespoke service for every family
Whether your wealth has grown over generations or stems from the recent sale of a business, we work closely with you to understand your family’s unique circumstances and aspirations. For families new to managing substantial wealth, we can guide you through the “what’s next” phase, helping to develop and implement a comprehensive wealth management strategy. From establishing a family office to creating a robust financial plan, we’ll ensure your family’s legacy is secure.
Our tax specialists provide expert advice on all tax-related matters, collaborating with financial advisors and legal professionals to offer a seamless, one-stop solution. For families seeking a more formal structure, we can assist in drafting Family Constitutions, ensuring your longer-term objectives are clearly communicated and effectively implemented.
Why families choose Bates Weston
Our clients appreciate our dedication to service and the strong relationships we build. They trust us to act in their best interests, and we take that responsibility seriously. With experience advising wealthy families across a range of disciplines, we provide the continuity, expertise, and discretion required to protect and grow family wealth over the long term.
We know that managing substantial wealth isn’t just about numbers – it’s about understanding your family’s values and vision for the future. Our role is to provide guidance, bring together the right people at the right time, and make the process as simple and effective as possible.
If your family has recently come into wealth or is looking for trusted advisors to guide your financial future, we’re here to help. Call us, in confidence and without obligation, to discuss how we can support your family’s goals and provide the clarity you need to move forward.
Structuring your family office
Create a custom structure that supports your family’s goals and simplifies management across all assets and entities.
Tax planning
Strategic tax planning designed to preserve family wealth, minimise tax liabilities, and align with your long-term objectives.
Wealth management
Expert investment advice and financial strategies to grow and safeguard your family’s wealth across generations.
Accounting and tax compliance
Comprehensive accounting services to ensure compliance, transparency, and effective management of all tax obligations.
This guidance is generic in nature and does not constitute advice. You should take no action based upon it without consulting ourselves or your own professional advisor.
Meet your family office team
Related posts
What is a Family Office?
Craig Simpson, Tax Partner at Bates Weston, explains what a Family Office is and looks at whether your family should have one.
Trusts v Family Investment Companies
Are Family Investment Companies (FICs) the best way to preserve family wealth or do trusts still have the edge?
Restructuring as a way to divide a Family Investment Company
Restructuring a business when outgrowing a Family Investment Company through a demerger can be a tax efficient way to allow family members to pursue different commercial goals.
Looking to grow? Take the next step
From compliance to growth, our accounting firm in Derby has you covered. Call us to see how we can help.