The good old family office has taken on an entirely new context in the era of the global pandemic. Working collaboratively with family advisors, WMS can provide external virtual CFO services and administration support, both of which may scaled up or down depending on your preferences. We can also provide advisory board services and complex tax advice as you require.
We will take the time to understand the family dynamics, values, appetite for risk and broad financial objectives and then tailor financial strategies and reporting systems to same.
Many clients like the convenience of all their key financial information being managed from one primary location and the added comfort of enhanced governance and independent thought in deciding how to manage and protect family wealth. We can work collaboratively with family advisors or provide external virtual CFO and administration support scaled up or down depending on your preferences. We can also provide advisory board services and complex tax advice as you require.