When is the right time to join a family office?

It may be the realisation that you need help co-ordinating advice that you are getting from various sources. Whilst you have several advisers working in their own areas of expertise (solicitors, accountants, bankers, investment managers etc.) you have no one pulling it all together and controlling it for you.  

At Encore, we have tailored our family office to meet a variety of clients' needs. Here are some of the trigger points that have made clients move from a traditional wealth management model to a family office.

• Investable assets of over £5million
• Complex number of family lines and generations which need to be accounted for
• Where there is a crossover of family finance and family business finance
• Legacy and succession planning needs
• Support in getting the most out of their wealth for the present and the future
• Support with tax, philanthropy, and legal council.

When a family or individual joins Encore we work with them to develop a team which supports their goals and aspirations - creating a network of experts who will ensure that their wealth works hard for them, and they know their future planning is in good hands.