Family Office Solutions

Overview

Our extensive experience with first-generation and multigenerational families, from various backgrounds and industries of business spanning the globe, gives us a unique and truly distinct know-how proficiency to deal with the complex issues and the evolutionary environment and requirements that are distinctive to Family Offices. This enables us to anticipate client needs and align our resources and advice accordingly.

We provide our clients with a solid foundation and exceptional set of services to encompass all aspects of their wealth and family needs for the present and future generations, by aligning the underlying objective of passing down one’s family values and heritage to succeeding generations. Our dedicated team of professionals and trusted partners will take the time to precisely assess your individual situation and find the absolute bespoke and tailored wealth management, corporate and structuring solutions.

Our skills and capability are designed and managed specifically for ultra-wealthy families by our dedicated Family Office Services team. During our history of building, preserving and structuring family wealth, we have refined, tuned and expanded the necessary resources, tools and the expert knowledge that we apply to each client’s individual circumstances and affairs.

Dedicated Support, Company Set-up and Secretarial Services

Bespoke services for private clients designed to save time and effort. Working closely with qualified professionals, we offer our clients a broad range of corporate management and fiduciary services coordinated by a dedicated relationship manager:

  • Registered Office and Director Services
  • Accounting and Financial Reporting
  • Compliance and Legal Administration
  • HR and Payroll Services
  • Business Information
  • Process Agent
  • Company Incorporation and Registration
  • Formation of Trusts and Foundations
  • Company Management and Secretarial Services
  • Relocation and Residency Planning
  • Banking and Treasury Services
  • Administration Services
  • Accounting Financial Reporting Services

HELMS Family Office provides tailored solutions to achieve vital objectives and address the concerns that matter the most to you. This could range from management of private and family wealth, estate and inheritance planning, succession and investment planning, day to day financial administration or set-up and management of companies and/or philanthropic entities.

Wealth and Fiduciary Solutions
  • Succession and Retirement Planning
  • Investment and Wealth Planning
  • Real Estate and Tax management
  • Yacht, Jet Aviation and Security Management Services
  • Philanthropic, Charity and Gift Planning
  • Structuring Financing Solutions for Companies
  • Banking and Treasury Services
  • Administration Services
  • Accounting and Financial Reporting Services
  • Set Up and Administration of Private (Closed-end) Fund Structures
Lifestyle Management

Delegate time consuming and/or repetitive activities to us to arrange, organise and plan in order to allow you to focus on activities that matter most. These can include:

  • Holiday and Travel Planning
  • Concierge services – Events, Exclusive memberships, Private Jet and Yacht chartering etc…
  • Insurance Matters
  • Relocation Services
  • Real Estate Management
  • Cash Flow Management
  • Tax Submission
In addition to our Core Services, we give Family Office Clients Access to:
  • Institutional offerings from in house and trusted network of providers.
  • State-of-the-art technology and infrastructure platforms.
  • In-depth exchange of know-how with an extensive peer network of global Family Office contacts.
  • Operational excellence for swift and reliable execution.
  • Innovative, transformative and customised solutions to your requirements…