Private Office Services

Our technology-enabled private office advisory services are more than just investments. Liaising directly with tax advisers, estate planners, and third-party trustees, we coordinate the administration of your wealth with your goals and circumstances in mind.

What Is A Private Office?

As a private office, we specialise in the administration of family wealth. Providing peace of mind, saving you time, and keeping you informed with consolidated reports of all of your holdings, our services are refined, versatile, and all-encompassing.

Our Approach To Wealth Administration

Preserving the wealth you’ve worked hard to attain is a concern for many successful individuals.

1

Use technology which remains fit-for-purpose to keep you informed with consolidated reports of all of your holdings.

2

Through close relationships with private banks, tax advisors and estate planners, we have helped our clients secure loans, create tax efficient structures, and access investment capabilities which are not normally available at a traditional investment manager.

3

We do not provide lending, financial planning or tax advice ourselves, which means leading third-party providers are willing to work with us and we can facilitate this work at no extra charge.

Tailored Solutions

Every client is different, so our solutions are flexible, to meet diverse requirements. Specifically made for you, UK-specific concerns are addressed in a way that works best for you.

Navigating Complexity

The financial landscape is complex, which is why our services are custom-built around you. Using years of relevant, direct experience in investment strategies, we’re perfectly positioned to help you and your family do more with your wealth.

Ensuring Your Privacy And Security

We have a commitment to confidentiality and understand the importance of this for our clients. As such, we openly address issues and questions you may have about your privacy and our advanced technology systems and codes of conduct help us protect your data.

Why Clients Trust Us: Stories And Testimonials

See How We Can Help

A UK resident ultra-high net worth individual came to us for help managing discretionary portfolios on a bespoke basis. We reduced the portfolio costs by 50% and the client now understands what he owns and why, giving him and his family confidence that his wealth is looked after by an accessible and trusted organisation.

A non-domiciled UK resident wanted to build a portfolio with thematic equity exposure but was restricted from owning single line equities. We implemented a portfolio of equity index futures mixed with fixed income and currency hedging in line with his requirements. We also assisted in the creation of an offshore bond vehicle to structure his wealth more efficiently.

“Will provides thoughtful and thorough analysis, clearly explained and discussed, and then implements the output as part of a long-term investment strategy. His attention to detail is excellent, even down to the smallest item.”

– Existing Ptarmigan Client

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To get started and find answers to your burning family office service questions, get in touch with our team of friendly experts.

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