Global administration services for family offices

Every family office has unique needs, often reflecting complexities such as  satellite offices and investments administered in multiple international locations. This brings new demands: both from the individuals the family offices serve, and in meeting today’s more complicated and constantly changing laws and regulations. TMF Group can help manage this complexity and ensure the family office runs efficiently.

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Ensuring the smooth running of family offices of all shapes and sizes

Whether you are running a single, multi- or virtual family office, preparing to enter a new market, or have existing investments and holdings across many countries, it can be extremely difficult to manage legal and operational requirements with numerous service providers.

TMF Group’s private wealth and family office team can take care of the details, across multiple service areas, in 85 jurisdictions and all delivered through a dedicated single point of contact. This leaves you able to focus on what’s really important.

We offer a highly flexible approach to family office management. We can provide bespoke outsourced services for existing family offices, a package of services particularly relevant for new family offices, or a package designed for those looking to restructure or move an existing family office to an alternative location.

Compliance and reporting

Our private wealth and family office experts can help  ensure you are making the appropriate tax filings in every jurisdiction in which you you operate. We will also make sure you are correctly meeting reporting requirements under CRS (Common Reporting Standard) and FATCA (Foreign Account Tax Compliance Act), as well as meeting the increasingly demanding economic substance requirements to achieve fiscal efficiency.

Our integrated business model makes cross-control of complex and locally-variable regulatory processes easy and efficient.

With experts on the ground in 85 jurisdictions, we ensure that your family office is always compliant, adapting to changes in local regulations.

 

HR and people

We can support your HR and people strategy by providing HR and payroll services in-country, in the local language and in line with local laws and customs. We are focused on helping you stay compliant.

In addition we can take on other day to day administrative tasks ensuring that your  in-house resources  devote enough time to your most valuable activities. Outsourcing to TMF Group can alleviate key person risk by ensuring you have a knowledgeable business partner working alongside your family office both now and long into the future.

Operational efficiency

The TMF Group private wealth and family office team has years of experience in assisting all kinds of family offices around the world. This means we can help you identify ways to simplify your operating model and minimise costs.

We are well positioned to work with your advisers to identify whether you are operating in the right jurisdiction to meet your needs. 

IT and data

Our team has the expertise needed to ensure the integrity and confidentiality of your family office data.

We are committed to our global accreditations and compliance programme, which includes:

  • ISO27001, an Information Security standard
  • Business Continuity Measures (BCM)
  • compliance with local rules and regulations
  • robust risk management framework
  • know your client and anti-money laundering processes and services.

Furthermore, TMF Group has data protection compliance framework to ensure compliance with GDPR and applicable data protection laws where TMF affiliates operate. Further details can be found in the TMF Group GDPR Statement

We'll ensure you benefit from technological enhancements, making your family office more efficient.

What sets our services apart?

A dedicated team in 85 jurisdictions

Your dedicated client director within TMF Group is uniquely able to provide you with access to 120 wholly-owned offices in 85 jurisdictions – all managed through this single point of contact. They are on hand to help you, no matter where you or your assets are located.

TMF Group is the only company worldwide to provide the combination of fiduciary, company secretarial, accounting and tax, and HR and payroll services essential to the comprehensive servicing of both private wealth and family office clients across so many jurisdictions.

Independent

As a truly independent provider, we can work with your auditors, advisers and investment manager without any conflict of interest in corporate governance or local regulatory restrictions. We can act as an independent sounding board when needed.

International compliance

Our global team can help family offices navigate international regulatory compliance. We know that each jurisdiction implements its own local regime with unique challenges, creating a maze of localised regulation. It is no wonder in-house compliance teams struggle to keep pace.

Headshot of Aynsley Vaughan

Aynsley Vaughan

Global Head of Private Wealth & Family Office

Email: Aynsley.Vaughan@tmf-group.com
T: +44 2078 324 903
M: +44 7885 819 492

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Headshot of Ivy Choa

Ivy Choa

Director, Trustee Services Hong Kong

Email: Ivy.Choa@tmf-group.com
T: +852 3188 8302
M: +852 9746 1177

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Headshot of Florence Chua

Florence Chua

Director, Trustee Services Singapore

Email: Florence.Chua@tmf-group.com
T: +65 6808 1649
M: +65 8869 0286

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We make a complex
world simple

TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world.

Our 9,100 experts and 120 offices in 85 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success.

We know how to unlock access to the world’s most attractive markets – no matter how complex – swiftly, safely and efficiently. That’s why more than 60% of the Fortune Global 500 and FTSE 100, and almost half the top 300 private equity firms, work with us.

Our unique global delivery model, underpinned by our innovative digital platforms, means we can cover sectors as diverse as capital markets, private equity, real estate, pharmaceuticals, energy and technology, with experts on the ground providing local support.

With year-on-year growth averaging 8% since 2013, TMF Group is a trusted and reliable partner. Whether operating across one border or many, with a handful of staff or several thousand, we have the business-critical support you need to expand, operate and grow while remaining compliant, everywhere.

Get in touch for an informal conversation about your family offices goals.

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