At DFO Consulting, we understand that managing family wealth requires a comprehensive and personalised approach. As a leading family office in North West London, we offer various services to meet each family member's unique needs and objectives. Our experienced team of professionals is committed to preserving and growing your family's wealth over multiple generations. Let us take care of your financial affairs so that you can focus on what matters most to you.
Are you considering the establishment of a family office?
If you're contemplating needing a family office and seeking guidance on its location and structure, our team is here to assist you. We can initiate an initial conversation to delve into these matters and provide valuable insights. DFo Consulting aims to alleviate much of the associated stress and ensure a solid and enduring foundation. We will offer full support and expertise throughout the entire journey of designing and implementing your plans.
Whether you have an existing family office or seek a better organisation for your family's interests, we offer prompt and practical advice such as; personal situations, asset management, and family office operations. We can guide you on structuring investments, employee incentives, and tax compliance for family trusts.
Our family office service includes:
Wealth Management
We provide expert wealth management services, including investment management, asset allocation, risk management, and financial reporting. We work closely with you to develop a tailored investment strategy that aligns with your goals and risk tolerance, ensuring your wealth is efficiently managed and diversified.
Tax Planning
Minimising the tax burden is vital to preserving and growing family wealth. Our dedicated tax planning team develops tax-efficient strategies for your investments, estates, and charitable giving. We stay up-to-date with the latest tax regulations and leverage our expertise to optimise your tax position while complying with all legal requirements.
Estate Planning
Preserving your family's wealth for future generations and managing the distribution of assets after death requires careful estate planning. We assist you in developing and implementing comprehensive estate plans, considering your unique circumstances and goals. We aim to minimise estate taxes, ensure a smooth transition of assets, and protect your family's legacy.
Philanthropy
We believe in the power of giving back. Our family office helps you establish and manage charitable foundations or donor-advised funds, enabling you to support the causes that matter most to your family. We guide philanthropic strategies, grant-making, and impact assessment, ensuring your charitable endeavours make a meaningful difference.
Family Governance
Promoting harmony and ensuring your family's and businesses' long-term success is paramount. Our family office helps you establish and implement effective family governance structures, including family constitutions, communication protocols, and succession plans. We facilitate open and transparent dialogue, fostering unity and shared values across generations.
Legal Services
Access to reliable legal advice is essential for protecting your family's interests. Our family office offers access to top-tier legal services, providing guidance on contracts and agreements and resolving legal disputes. We work closely with trusted legal professionals to ensure your family's legal needs are met with integrity and expertise.
Risk Management
Identifying and managing risks is crucial for safeguarding your family's wealth. Our family office helps you identify and mitigate investments, liability, and cybersecurity risks. We develop comprehensive risk management strategies tailored to your circumstances, giving you peace of mind in a dynamic financial landscape.
Lifestyle Management
In addition to financial services, our family office understands the importance of managing your personal needs and lifestyle. We offer concierge services such as travel planning, security, and household staffing. Our dedicated team is here to assist you with the day-to-day tasks, allowing you to focus on enjoying life to the fullest.
Get in Touch
Our primary goal is to provide exceptional family office services that cater to your unique needs and objectives. With our expertise and personalised approach, we are committed to helping you preserve and grow your family's wealth for generations. Contact us today to learn more about how we can assist you in achieving your financial goals.