You have a successful family business, and the family wealth is growing but too often you are lost beneath a pile of paperwork rather than being out there doing what you do best - meeting your clients and running your business.
We'd like to free up your time
We have seen the scenario time and time again: talented people struggling with the fruits of their own success. Your business grows, and your life becomes more complicated. Suddenly you need advisers who have a real understanding of the bigger picture. You may need guidance on complex areas, such as tax, private wealth management and succession planning and you need ad-hoc advice too - on asset management, property and insurance matters. The list can go on.
We'd like to streamline your affairs
For this reason we have created a highly-focused, client-centred service called Family Office. With Family Office, we provide a close-knit team of expert advisers to deal with everything from in-house financial matters (preparing accounts, completing tax returns, etc), to the more complex areas of asset management or tax planning which inevitably arise when a business grows. This way we can offer you an entirely co-ordinated system of managing your wealth, whether it is monitoring investments, guiding your family through the complex world of tax and business risk, or handling wealth protection. Whatever you need us to do, we'll do it.
All from a single point of contact
Too often several specialists are involved in an issue and too much time is spent liaising between the various parties. With Family Office, all issues are channelled through a single point of contact. Each adviser in the team is a trusted expert in their field, yet has access to the full array of bespoke services available from Johnston Carmichael. When external support is required (which inevitably it will be given the complex nature of family matters), we can arrange this for you too, calling on solicitors, investment managers and banks as well as other specialist consultants.
We'd like you to prosper
Most importantly though - we believe we can save you money . You don't need us to tell you that employing a whole range of independent specialists, each with their own area of expertise (and overheads, expenses, etc) can be a costly business. That's not to mention the cost of your own time spent co-ordinating everyone's efforts and making sense of the results.
Family Office is about cutting administrative burden and trimming costs. It's about giving you back your own time. It's also about creating a unique business opportunity: the opportunity to co-ordinate and consolidate you finances once and for all. With your family placed firmly at the centre, in a process dedicated to protecting and developing assets for future generations. It places you back at the helm where you belong.
To find out more about Johnston Carmichael's Family Office service and how our team can help you please contact Ewan Wallace