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Understanding Family Offices and Their Role in Wealth Management

Writer's picture: Angelo ChirulliAngelo Chirulli

Family offices

Are you a wealthy family seeking to preserve your legacy for generations to come? Managing significant wealth comes with unique challenges, and family offices are here to help. These trusted advisors provide comprehensive services designed to safeguard and grow your family’s assets while addressing your specific needs.


What Are Family Offices?

Family offices are categorized into:

  • Single-Family Offices (SFOs): Dedicated to one family, SFOs provide highly personalized services.

  • Multi-Family Offices (MFOs): These offices serve multiple families, pooling expertise and resources for efficient wealth management.


Key Services of Family Offices

  1. Investment Management: Developing strategies to grow and safeguard wealth.

  2. Tax Planning: Optimizing tax liabilities across jurisdictions.

  3. Succession Planning: Ensuring smooth transitions of wealth and leadership.

  4. Philanthropy: Managing charitable initiatives to create a lasting legacy.

  5. Lifestyle Management: Addressing personal and family needs, from concierge services to daily operations.


Family offices provide a holistic approach to wealth management, offering tailored solutions that align with your family’s unique goals.


LEXeFISCAL: Your Wealth Management Partner

At LEXeFISCAL, we provide expert services to manage multi-generational wealth, including tax planning, succession strategies, and cross-border compliance. Let us help you preserve your family’s legacy and achieve long-term success.


Contact us today:

Tel: +44 (0)208 092 2111

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Our London Office:

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Suite 428B, 4th Floor 

33 Cavendish Square

W1G 0PW, London

United Kingdom

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Tel: +44 (0)208 092 2111

Our Italy Office:

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Via Bagutta 13

Post Code: 20121, Milan

Italy

Tel: +39 02 3031 4175

LEXeFISCAL LLP is a Limited Liability Partnership, registered in England and Wales. Registration no. OC400314. VAT no. 161025942. Registered Office: 33 Cavendish Square, London, W1G 0PW, United Kingdom. It is authorised and regulated by the Institute of Chartered Accountants in England and Wales.  ICAEW registration no. C011006460. 

LEXeFISCAL LLP is insured to provide and practice non-reserved activities. A list of non-reserved activities can be found in Section 12 of the Legal Services Act 2007. Tax, private client, family, arbitration law are non-reserved legal activities practised by LEXeFISCAL LLP.

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