Introducing Family Office Services
Safeguarding and correctly managing your family wealth, estate, assets and other family issues for generations to come is not a decision that should be taken lightly, and one that requires particular care by a firm that understands not only the complexities of the Family Office, but also the often sensitive nature of its myriad of functions.
The true essence of a Family Office deals with far more than just issues of administration and management regarding a family’s wealth. It also provides a host of linking services and functions with the option to tailor them to each individual client’s personal lifestyle and requirements to create a ‘package’ of services.
Whether you wish to maintain your estate or continue to develop it, Kaimakliotis & Co can ensure that the right Family Office is set up to provide the flexibility of combined expertises, including that of law, tax and accounting firms, investment/financial advisors and real estate agents - all in one complete portfolio.
Services covered within a Family Office vary from client to client, but can include the management of: wealth, lifestyle, trusts, charitable foundations, valuable collections and succession plans, as well as the safe holding of important family documents and records.
The Family Office also handles all legal aspects pertaining to a wide range of issues that may be relevant to a client, including corporate, tax and estate planning, tax compliance, real estate, and employment/ employee benefits, amongst many others.