A family office is a formal arrangement that involves a high-net-worth family being supported with a range of services, including legal, tax, accounting and concierge support. Whether or not you need a family office depends entirely on your financial, investment, and personal needs.
In this episode, Leonora and Mike are joined by Alexandra Britton-Davis, a fellow partner at Saffery.
As well as outlining how they’d interact with a family office as external advisers, they answer key questions, including:
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