Minimise global complexity and streamline the operations of your family office
Efficient management of all family offices
Managing the legal and operational requirements for family offices can be complex, particularly when they cover multiple jurisdictions. Our team of family office experts takes care of the day-to-day administration of single, multi-jurisdictional and virtual family offices,, efficiently managing your satellite offices and investments across multiple locations according to local compliance regulations.
Our highly flexible approach to family office management includes bespoke outsourced services for existing family offices, services specifically relevant to new family offices and a package designed for those looking to restructure or move an existing office to an alternative location. A single point of contact eliminates the administrative burden from your daily tasks.
Global administration support for family offices
We have been assisting family offices around the world for decades, helping to professionalise your operations, providing access to all the experts your office needs and finding ways to decrease costs.
Whatever your family office type and wherever you operate, we are well positioned to help you and your advisers choose the best jurisdictions in which to invest and establish the optimal office structures to meet your needs.
Maintaining compliance with local regulations can be challenging for family offices operating in more than one location. We help you stay on top of your tax filings in every jurisdiction and manage all reporting requirements under CRS (Common Reporting Standard) and FATCA (Foreign Account Tax Compliance Act), as well as helping you meet increasing economic substance requirements to achieve fiscal efficiency.
Our integrated business model streamlines the oversight and control of complex local regulatory requirements. With experts on the ground in 87 jurisdictions, we help you adapt to frequent changes in local regulations and remain compliant in all areas.
We are committed to our global accreditations and compliance programme to protect your data at all times across the world. Our programme 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
We are also committed to compliance with GDPR as well as other applicable data protection laws wherever we operate. Further details can be found in the TMF Group GDPR Statement.
Like any other entity, family offices require optimised HR processes and streamlined people management to operate efficiently. We can support your employee strategy by providing HR, payroll and employee benefits 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 handle other day-to-day administrative tasks on your behalf, alleviating the pressure on your in-house resources so they can devote more time to your most valuable activities. Outsourcing to us helps to minimise key person risk by giving you a knowledgeable business partner who works alongside your family office, both now and into the future.
What sets our services apart?
A team spanning 87 jurisdictions
Your dedicated client director can provide you with access to 125 wholly-owned offices in 87 jurisdictions, all managed through this single point of contact. They are on hand to help you manage your family offices, no matter where you or your assets are located.
Additionally, we are a full service solutions provider, offering a unique combination of fiduciary, company secretarial, accounting and tax, and HR and payroll services essential to the professional management of both private wealth and family office clients.
Independent service provider
As a truly independent provider, we can work with your auditors, advisers and investment managers without any conflict of interest in corporate governance or local regulatory restrictions. We can act as an independent sounding board where necessary.
International compliance
Our global team helps family offices navigate the complexities of international regulatory compliance. We know that each jurisdiction has its own local regime with unique challenges, creating a maze of localised regulations. We remove the burden from your in-house compliance teams and support you in meeting your legal and regulatory obligations.
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We make a complex world simple
With 11k+ colleagues in 125+ offices across 87 jurisdictions, we provide critical administrative services that help clients invest and operate safely around the world.
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