Private Wealth Services - Family Office

Carey Group combines traditional values with modern technology to help our clients manage their wealth effectively and over generations.

The family office concept has been around for many years and in some respects could be said to have evolved from the estate office in traditional landed estates. However, the affairs of today's wealthy families are more complicated than ever before.

Carey Group family office services are designed to be technically robust but also user friendly and cost effective. The components are:

• Structuring: putting in place technically optimal and practical arrangements for tax, succession and business
• Administration: managing the structure on a day-to-day basis
• Reporting: providing clear, live information on your investments, whether securities, property, art, businesses or other
• Investment consulting: helping you choose the right investment strategy for your family
• Concierge, property management, employment of staff etc, we can arrange these and more
• Structural reviews: ensuring the structure stays optimal