The Family Officer Group is a Multi Family Office headquartered in London with a growing number of representative offices in UK, Italy, Romania, Hungary, Spain, Luxembourg, Switzerland, USA, Qatar, Algeria, Singapore and China.
We are independent from financial institutions and intermediaries, genuinely specialised on providing solutions to our families since our very first origins in 1997.
We provide a wide range of services to selected families with whom we established a long term relationship.
The Group also co-ordinates the activities of a large network of independently managed companies and partnerships - each one in respect of the local regulations.
The Group by tradition boasts a deep international knowledge of a few specific industries: Insurance and Financial Services, Property Investments, Food & Beverage, Enterteinment, Renewable Energies, Food & Beverage.
High Touch Services with high average account sizes and low client to employee ratios
Willingness to take a long-term view toward client relationships
Multi-Generational Planning, typically involving the entire family to encompass their primary goal of passing wealth down to the next generations in a tax efficient manner
Independence and objective financial advice with no conflict of interest
Clearinghouse for financial, investment, tax and estate planning ideas
Advice from professional team with diverse backgrounds
Transparency on fees.
We can assist a family on the creation of a Family Office or restructuring and managing an existing one.
The Family Officer Group core services are:
Wealth Planning & Management
Legal & Tax Planning
Corporate & Family Finance
Risk Management & Insurance
Property Finder & Management
Family Business Advisory
Art & Culture
According to the different legislations, some services are provided in partnership with local authorised professionals. The Family Officer Group acts as relationship manager and co-ordinator of such professionals.
London, Edinburgh, Rome, Bologna, Bergamo, Florence, Rimini, Pescara, Luxembourg, Barcelona, Madrid, Corfu, Bucharest, Budapest, Geneva, Algiers, Doha, Shanghai, Singapore, Wilmington, New York, Miami, Los Angeles, San Francisco.
The Family Officer Group is the trading name of The Family Officer Llc and its network of controlled or co-ordinated companies worldwide. Some activities are subject to different regulations and restrictions by local authorities. In the United Kingdom the Group co-ordinates the activities of The Family Officer Ltd, The Family Officer Consulting Ltd, TFO Nominees Ltd, Borgo degli Angeli Ltd, Shield Risk Management Ltd, Euro Tep Investments Ltd, Cerri & Associates Ltd and act as introducer to Alcor Capital Management Llp (FSA regulated) and several solicitors and accountants (list available for inspection at Group offices).