DFK Chancery has built its business on providing a trusted relationship to its clients. We are therefore well placed to provide Family Office Services to our clients.
A multi-family office can allow the integration of the clients Company and/or Trust structures to include their personal and family affairs in one single point of contact. This prevents duplication of services allowing greater efficiency and ultimately cost savings for the client. We take a holistic approach of the clients business and personal requirements. Working with the clients to gain a clear understanding of the requirements for them and their family we can tailor our services to meet the needs of the client.
Our services
- Single secure and confidential point of contact for all matters
- Planning and implementation of structures to take into account the clients business and personal assets and requirements
- Integrated client reporting
- Personal cash flow management
- Domestic bill paying and payroll services
- Property management
- Concierge services
- Risk and reputation management
- Succession and estate planning
- Philanthropic activities