Clarity, control and continuity for complex financial lives and growing enterprises.
DFO advises founders, principals, and high-net-worth families whose financial, business, and personal affairs have outgrown conventional solutions.
Who We Are
DFO is a family-office-led advisory firm grounded in accountancy. We advise founders, principals, and high-net-worth families whose financial, business, and personal affairs have outgrown conventional solutions.
Our origins are in professional accountancy, where precision and financial integrity are non-negotiable. As our clients grew more complex, so did the nature of our work -- evolving from accounting and tax into broader advisory around ownership, governance, succession, and long-term stewardship.
Integrated Advisory
A single team across your financial, business, and personal affairs.
Accountancy at the Core
Underpinned by rigorous financial discipline and professional standards.
Our Services
Structured as a scalable system, our services support you at different stages of complexity. Clients typically engage at one level and progress as their responsibilities evolve.
How We Work
The typical journey from first conversation to long-term partnership
Initial Conversation
We begin with a confidential discussion to understand where you are today, what's changing, and where complexity is heading. The aim is to confirm fit, clarify priorities, and define the right next step.
- →Confidential initial consultation
- →Understanding your current situation
- →Identifying complexity drivers
- →Confirming fit and defining next steps
Assessment & Planning
If we decide to work together, we conduct a detailed review of your financial, business, and personal affairs. We then design a service structure that addresses immediate needs while planning for future growth.
- →Comprehensive situation review
- →Identifying priorities and gaps
- →Designing your service roadmap
- →Setting up reporting and communication protocols
Implementation & Integration
We establish the foundations, bringing your reporting up to standard, implementing systems, and integrating with your existing advisers and operations. This phase ensures everything is working properly before we expand.
- →Setting up accounting and reporting systems
- →Coordinating with existing advisers
- →Establishing compliance frameworks
- →Creating baseline visibility and control
Ongoing Partnership & Evolution
As your affairs grow more complex, our relationship evolves. We scale services to match your needs, provide strategic input when decisions arise, and maintain long-term continuity across all aspects of your financial life.
- →Regular reviews and strategic discussions
- →Scaling services as complexity increases
- →Proactive tax and structure planning
- →Long-term stewardship and coordination
Every client relationship evolves differently. Some engagements begin with core reporting and control. Others develop into long-term advisory and private client stewardship. We adapt to your pace, priorities, and complexity.
Accredited by Leading Professional Bodies
Our team holds qualifications and memberships from recognised UK and international accounting bodies.
What Our Clients Say
DFO brought structure to our multi-entity reporting and gave us a consolidated view for the first time. Decisions that used to take weeks now happen in days.
— Managing Director, UK Property Group
Their cross-border tax coordination across our UK and European operations saved us over £200k in the first year. Clear, confident advice delivered with total discretion.
— CEO, International Trading Company
As our family wealth grew across three generations, we needed more than an accountant. DFO became the central point of coordination for our entire financial life.
— Principal, Multi-Generational Family Office
When our IR35 status came under review, DFO handled it with precision. They restructured our affairs and ensured full compliance without disrupting our contracts.
— Director, IT Consultancy Ltd
They guided us through a £15m acquisition with insight that went well beyond the numbers. Their commercial judgement and timing were invaluable.
— Founder & CEO, Growth-Stage Technology Firm
Professional, measured, and always available when it matters. DFO is not just our adviser — they are a genuine extension of our leadership team.
— Chair, Private Investment Group
Ready to discuss your needs?
If your finances are becoming more complex — across reporting, tax, business, or family assets — we can help you regain clarity and control.
Request a Confidential Consultation
DFO engagements begin with a confidential discussion focused on where complexity sits today — and where it is heading.
Location
London, United Kingdom
Coverage
Europe, Africa & International