Highly Skilled Outsourced Family Office Services
Providing highly skilled outsourced family office services that does not require you to have a fully staffed business, with premises and associated costs.
The world is a smaller place and we find members of high net worth and ultra-high net worth families live in multiple locations and time zones, resulting in the need for a tailored and discreet administrative support framework to help the management of financial and non-financial needs.
We offer a holistic service and take time to listen to the family story, traditions, aims and aspirations. The Forward Private Office will work closely with the family and trusted advisers to create a solution that is bespoke to the individual needs and goals. Our role is to offer more than just asset management and become a valued resource allowing you to focus on the things that you value the most.
Our family office services
Private wealth structures, including trusts, companies and foundations, are regularly used to give effect to long term charitable and philanthropic objectives.
Family Business Succession
Supporting wealth structures ensuring effective planning and continuity of ownership in relation to family business interests.
Provision of trustee and director services to achieve long term goals of its clients.
Supporting the required considerations with the purchase of luxury assets and careful structures of ownership.
Private Trust Companies
Offering high net worth clients an effective governance framework with their own corporate trustee.
Helping the most discerning families administer and structure their private wealth.