Family Office

Plans for preserving family wealth should take a very long-term view - potentially up to 100 years for some families.  This is hard work, particularly to ensure that each generation has the same ‘wealth-creating’ ideal of the first generation.

Human behaviour becomes a key focus – the family must invest in human and intellectual capital, not just financial capital.  This requires a focus on physical and emotional well-being and education and life experience.  There also needs to be representative governance founded on a set of shared values. 

APW Partners offers a Family Office service to a select group of families who require much greater assistance to manage and administer their complex financial affairs.

The services we provide include:

Administration

We act as the mailing house, ensuring all key financial information is centrally located and available for access by the family and their network of professionals advisers.

Income Tax Planning & Compliance

To ensure important tax related issues are considered in the sale of a business or major asset, investment strategies or negotiating a new compensation package.

Expense Management & Financial Reporting

For both individual clients as well as their business entities.

Co-Ordination of Advisers

We become the central focus point for the family’s dealings with their network of advisers to ensure we are as familiar with their situation as they are.