The Family office at Maxim is dedicated to building sustainable strategies to help protect the prosperity of your family. We will guide you and your family through any financial event with our exceptional skill, attention to your goals and needs and depth of advice. Our team will work with you to develop, implement and maintain a comprehensive financial strategy to meet your personal, business and family objectives and work with you to create a plan for the future. Maxim will assist you and your family in preserving and growing your wealth. Our wide range of services and highly experienced staff allows us to provide our clients with a sense of security and confidence when handling their private information and personal accounts.
Our personalised flexible services for families include:
- Assistance and advice in setting up a Family Office
- Assistance and advice on taxation structuring
- Mail collection and sorting
- Maintaining insurances
- Provision of personal administration services such as budgeting, forecasting, cash management and bill payments
- Liaison with investment managers
- Preparation of personal financial reports and statements
- Assistance in establishing and implementing wealth preservation, family legacy goals and estate planning
- Assistance with establishing family advisory boards and the provision of non-executive directors to provide independence and best practice governance.