Chris Balalovski
Partner, Business Services
Family offices manage the complex needs of a family group, helping to protect and grow their wealth, build and maintain the family legacy and transition that wealth to the next generation.
Meeting these complex requirements requires a deep understanding of the family structure, net worth, values, goals, business, investments and other assets. It also requires technical expertise and a full range of tailored, integrated services - accessed when you need them through one, trusted relationship.
How BDO can help
Our family office team has extensive experience providing tailored, holistic solutions to single family offices and multi-family offices. We provide practical advice and integrated services to help preserve wealth within the family and plan for succession, covering both financial and non-financial issues.
Our services include:
- Accounting, tax compliance and tax advisory
- Bookkeeping, payroll and mail administration
- Family governance and charters
- Estate and succession planning
- Generational transition
- Conflict resolution
- Risk management and cyber security advice
- Specialised income tax and group structuring advice
- Wealth management support
- Consolidated and asset management reporting
- Philanthropic planning and management.
Whether your family is looking to establish a dedicated family office, or has an existing family office and needs bespoke, integrated solutions, contact our family business advisers to discuss your requirements.
