Family office advisory

Clients with complex, international financial affairs require advice and service that draws on global resources. Our team takes advantage of both the skills and the international reach of the HSBC Group network to provide expertise in three core areas:

Wealth preservation
Wealth management
Special client services

In order that your needs are addressed in the best way possible, we have access, where applicable, to an extensive range of products, services and providers:

Tax advisors, lawyers and accountants
Trust and estate planning
Corporate finance, mergers and acquisitions
Custodians, banks and investment managers
Service providers from school advisory to art professionals
Insurance providers
Real estate advisors in both commercial and residential
Philanthropic services

We arrange a comprehensive review of the family situation. We work with you to define your objectives in the family context. We then take steps to meet those objectives.

Ask us about our support for family offices.

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