Family office
Infinity’s family office service brings together our experience and expertise in accountancy, corporate and legal services, investment management and wealth management into a unique and comprehensive service to our clients. We know that no two family offices require the same solution – our clients tell us what they need and we tailor our services to suit.
Our guiding principle for all our clients is the same – to take away the pressure, time commitment and administrative and emotional burden of managing wealth and entrusting its stewardship to a small, expert, and trusted team.
Consolidated reporting of all your investments on a monthly or quarterly basis – so you don’t need to make sense of the many reports you receive from different custodians and investment managers.
Review of your asset allocation at a global level.
Cashflow forecasting and liquidity management.
Ensuring that your wealth is structured in the most efficient way possible.
Working with you on succession planning.
Philanthropy.
If you would like to discuss our family office service in more detail contact our Investment Director Elizabeth Dumbill on Elizabeth.dumbill@infinityllp.com.