Family Office Services

Are you looking for professional family office services?

You may be seeking advice and management of commercial and private property sales and purchases, succession planning, trusts and wealth management, estate and company management, and philanthropic giving.

For many families, one of the biggest challenges is ensuring that the next generation is both ready for and aware of the wealth that they will inherit. We have considerable experience in helping you to prepare and advise your children and grandchildren, and discuss with you the many issues that wealth brings.

Our team of financial planners and legal experts work together to support your family to make the most out of your wealth, and prepare the next generation to receive this.

Comprehensive services

Our comprehensive range of services aim to assist in navigating the complexities of your finances, allowing you to make the most of your money.

Global support

With dedicated offices worldwide, we can provide advice across the globe – helping you go anywhere.

Recognised by eprivateclient

Progeny Law and Tax have been selected as one of the Top Law Firms by eprivateclient which recognises the top private wealth law firms and departments across the UK.

B Corp Certified

Progeny is proud to be a part of the B Corp community and its framework for building systematic and sustainable change within business communities around the world.

Supporting your family

Our team of financial planners and legal experts work together to support your family to make the most out of your wealth and help to prepare the next generation to receive this.

If you would like to speak to our team of professional planners and advisers about how we can support you and your family, please get in touch.

Trusts

Trusts frequently provide the tools to facilitate a smooth transition between generations, and they can also be used to mitigate inheritance tax and other taxes. Our team can help you to create and manage trusts in your family office.

Property sales

Whether it’s commercial or private property, sales or purchases, our experienced team of legal professionals, conveyancers and mortgage advisers can help to manage your family’s portfolio of properties.

Philanthropy

Your family office may be passionate about philanthropic giving and want to incorporate this into the wider estate planning. Our team can help to structure your charitable giving effectively to maximise your philanthropic support.

Multigenerational communication

We understand that it can be difficult to discuss wealth with the family, particularly across generations. Our team of professional advisers can act as neutral mediators in facilitating these necessary conversations, to ensure your family office is running smoothly and that family members are on the same page in terms of expectations.

Articles and guides

Guide

1-in-4 Baby Boomers don’t trust younger generations with inheritance – Progeny/YouGov research

1-in-4 Baby Boomers don’t trust the younger generation to use their inheritance wisely, according to a national survey by professional services firm…

By Progeny

5th October 2022

1-in-4 Baby Boomers don’t trust the younger generation to use their inheritance wisely, according to a national survey by professional services firm…

Frequently Asked Questions

What are family office services?

Family office services are designed for high-net-worth families, providing high-level professional advice using a connected approach. It combines asset management, financial planning, lifestyle management and legal services to help clients navigate the complex world of wealth management.

What services does a family office provide?

A family office is a group of advisers that provide high-net-worth families with a range of services including financial planning, asset management, legal and tax advice.

Who needs a family office?

A family office would be beneficial for those families with a large amount of wealth, interested in growing and preserving for the next generation. With a family office, you will receive professional advisory services that will help you manage your wealth, invest in various asset classes and preserve their wealth for future generations.