Turcan Connell - Solicitors and Asset Managers

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Turcan Connell Family Office Service

Turcan Connell Family Office provides successful families with a tailored service, integrating the skills of a powerful team of professionals including leading private client lawyers and specialists in investment management, financial and retirement planning, property, tax compliance, tax planning and accounting.

We have accredited experts in many fields and provide a comprehensive range of advice, including:

  • Asset protection – wills, trust structures, onshore and offshore trust planning (often in conjunction with our Guernsey office), succession planning.

  • Cash management – operation of bank accounts.

  • Executive protection – contractual protection, termination and other employment law issues.

  • Land & property – residential, agricultural, sporting, development, energy, environment, leasing.
  • Family law – divorce, child-related issues, pre-marital contracts, co-habitation contracts.

  • Family development – support for younger family members and the development of financial responsibility.

  • Investment management * - personal portfolios, pension funds, trusts, charities.

  • Financial planning * - pensions, protection, life assurance, long-term care packages, risk management, strategic investment, debt management.

  • Tax compliance – completion of tax returns, tax accounting, negotiation with the Inland Revenue.

  • Trusts – accounting and administration.

The family's dedicated Client Care Partner and bespoke team provide continuity, maturity and expertise.

Turcan Connell Family Office removes considerable time, not to say worry, expended by key family members trying to coordinate the various aspects of their own affairs – and their advisers – themselves.

* Turcan Connell is authorised and regulated by the Financial Services Authority for these services.
Recommended minimum portfolio size £1,500,000 for Turcan Connell Family Office.  Please note that no such minimum applies to Turcan Connell's Investment Management services.

Documents

  • Turcan Connell Family Office brochure (PDF)

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Associated Personnel

Partners
Alex Montgomery
Alison Paul
Directors
Bob Hair
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