How our Family Office works

Turcan Connell Family Office is tailored to the needs of each family. Underpinning our service is a detailed process and structure managed by a talented team delivering advice and counsel seamlessly and at the appropriate time.

Getting to know your family
The first step in building a lasting relationship with you and your family is an initial meeting where we discuss your family’s financial, personal and philanthropic objectives. Understanding your family’s culture and goals is crucial to the delivery of a sophisticated and effective service, so we consider the needs, aspirations and concerns of each family member in order to build up a detailed picture.

Strategy in place
Once we have gathered comprehensive knowledge about your family and understand your philosophy, ambitions and aims, we design a wide-ranging strategy.

Dedicated team
Having agreed the strategy, we assemble a dedicated team to deliver that service. The team is available to your family whenever required. You are invited to meet with your dedicated Turcan Connell Family Office team on a regular basis to review progress and adjust your plans accordingly.

Ongoing contact and regular reports
Every six months you receive a comprehensive, integrated report which provides a detailed picture of the family’s position covering Assets, Tax and Protection. An annual strategic review and integrated report provides further analysis and focus to ensure that the agreed strategy remains consistent with the family’s objectives and philosophy.

Online access
To allow you to monitor your assets when and where it is convenient, online asset valuations are available.

Costs
Our costing structure is based on transparent ad valorem fees for the core services of Wealth Structuring, Investment Management, Tax Advice & Compliance and Trust Management. Additional services can be drawn upon as the need arises and these are costed separately.