Earl Fiduciary’s family office manages complex wealth management structures on behalf of our clients. We deliver a bespoke service and work closely with our clients to manage their financial affairs in order to preserve and enhance family wealth. Depending on the client’s preferences, we can act in a supervisory role overseeing and coordinating the client’s various investment, tax and legal advisors or we can work alongside them.
The services we offer include:
- working with our clients to create an overall investment strategy that will achieve their objectives
- assisting with the selection of suitable investment managers and other professionals
- monitoring the performance of investments and investment managers
- analyzing the performance of investments and investment managers and assessing their performance against agreed benchmarks and the agreed investment strategy
- preparing reporting packages setting out the performance of investments and investment managers in an accessible and understandable form