Family offices

Today’s risk environment and uncertainty in the world’s financial markets has accentuated the need for solid governance and controls. Indeed, investment, credit, and liquidity risks are more complex than ever before. It is, therefore, crucial that risks are not only identified, but that action is taken to mitigate those risks. Moore Stephens is a leading provider of financial advisory and compliance services to family offices and their family members. We couple our experience and expertise with an international outlook.

Balancing family and business interests is not easy, especially as one can impact significantly on the other. The team acts for many clients through generations and helps them adapt structures to suit their personal circumstances and the changing environment. We provide a range of services, from financial and tax advisory, through to assurance and compliance, aimed at individuals, family structures and funds. Our aim is to help clients effectively structure and protect their wealth. The relationship between us and the families and trusts we act for is unique. We are known for our technical quality, and our discretion and attention to confidentiality. The team provides the highest level of care and personal service required to meet clients’ needs and are proud of the many longstanding relationships we have built.

"What we appreciate most about working with Moore Stephens is their ability to provide expert advice on accounting and tax matters with the highest integrity. This has added excellent value for our company."
Swiss family office