Enquiry line: +44 207 998 0570
Available 9:00am - 5:30pm (CET)

We offer advisory and consulting services to families requiring assistance with the management of family wealth.

We provide a suite of services which are tailored based on the family’s circumstances and requirements. It’s possible to buy-in specific services on the following basis:

  • Outsourced service for an UHNW family.
  • Extension to a Single Family Office.
  • Ad hoc special projects for UHNW families.

Our Services Include:

Accounting and Reporting

  • Annual Consolidated Net Worth Statements.
  • Consolidated Overview of Investment Portfolios.
  • Budgeting and Cost Control.
  • Cash Flow Analysis.

Asset Risk Management

  • Defining the family’s needs and Investment Objectives.
  • Client Risk Profiling and Suitability Assessment.
  • Designing and/or Reviewing of Investment Policy Statement.
  • Establishing Performance Benchmarks.
  • Asset Allocation Modelling.
  • Beauty Parade and Investment Manager Selection.
  • Portfolio Performance Monitoring.
  • Fee Negotiation and Agreement.
  • Second Opinion and reviewing investment proposals.
  • Quarterly performance reviews against appropriate benchmarks
  • Private Client Reporting: presenting a consolidated global snapshot of family global wealth
  • Acting as Protectors.

Banking Relationships

  • Global advice on your banking and custodian relationships.
  • Opening bank accounts on your behalf.
  • Consolidation and restructuring of all type of credit facilities.
  • Raising finance for a multitude of purposes.


  • Evaluating insurance requirements.
  • Ensuring adequate insurance cover in place to protect wealth and assets.
  • Life & Health Insurance.

Professional Advisers

  • Sourcing, coordinating and working closely with a dedicated team of international legal, tax and financial experts to address complex cross-border issues. Whether it is fiduciary services, private client tax and trusts or corporate services; we are able to provide best of breed and holistic advice for smaller as well as larger family offices.
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Talk to Us

To speak directly to an expert or for further information please call us on Tel: +44 207 998 0570 or email enquiries@fwm.gi