Family Offices

Trusted Wealth Management Services for HNWI and Family offices

In an era of increasing uncertainty, HNWI seek a trusted partner to navigate the intricate challenges that uniquely affect them and their assets.

Bespoke and Adaptable Private Client Solutions

At Fundamentals, our esteemed private client teams deliver bespoke and adaptable solutions to safeguard, enhance, and diversify your family’s wealth precisely where and how you require. Our approach is grounded in fostering close and trusted relationships with each client. We pride on client privacy and confidentiality as primary core values, alongside top notch professionalism.

Comprehensive End-to-End Services

We provide a comprehensive end-to-end service, encompassing the establishment and maintenance of tailored structures, serving as a trustee or director, and managing all administrative tasks and regulatory obligations. With Fundamentals as your partner, you can rest assured that your wealth and family’s legacy are in capable hands.

Family office services

We support the establishment and administration of a new single or multi-family office structure or work with an existing family office. We provide corporate administration, director and secretarial services, accounting, fund administration, regulatory and compliance services, succession planning and employee benefit trusts for family firms and private companies. We can provide oversight and ongoing performance monitoring of investments, always working in collaboration with third-party investment managers.

HR support services

We provide HR services bespoke to our client and your circumstances / objectives. This may include payroll, recruitment and ad-hoc support.

Lifestyle and luxury assets

We ensure your lifestyle and luxury assets are managed appropriately and by professionals.

Family governance

We provide family governance planning bespoke to a family’s circumstances / objectives e.g. establishing a charter, advising family members, philanthropy and succession planning.

Resident and relocation services

We can manage directly or with our business partners residency applications or work permit applications for individuals, families and employees.
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