Services Navigation:
Our Care Process
Your family’s objectives, financial, personal and philanthropic, will be discussed together with your family’s attitude to risk, and a strategy developed at an initial meeting or over a series of discussions with your designated Client Care Partner.
…the initial advice…
Your family's objectives, financial, personal and philanthropic, will be discussed together with your family's attitude to risk, and a strategy developed at an initial meeting or over a series of discussions with your designated Client Care Partner. To achieve this, detailed information about your family culture is essential. Consideration will be given to the needs, aspirations and concerns of each family member.
Your family's long term objectives and strategy are then agreed, having particular regard to succession planning, asset protection, investment management, retirement and philanthropy.
…then the strategy takes shape…
Having identified the family's strategy and any gaps in current planning, a dedicated team will be brought together by your Client Care Partner to implement the agreed strategy.
Turcan Connell's commitment is to have key team members available for your family whenever required, to provide the security of knowing there is always someone available, in each specialised field, to provide help and to communicate progress to the family.
…and moves forward…
Your Turcan Connell Family Office team will meet regularly after the initial implementation phase to check progress and to consider any issues or developments that may impact on your family.
Every six months you will receive a formal investment and financial planning report. An annual strategic review will provide further analysis and focus to ensure the agreed strategy remains consistent with the family's objectives. Your Client Care Partner will, of course, arrange for any other advice required on an ad-hoc basis and report one-off developments.
Your family's objectives, financial, personal and philanthropic, will be discussed together with your family's attitude to risk, and a strategy developed at an initial meeting or over a series of discussions with your designated Client Care Partner. To achieve this, detailed information about your family culture is essential. Consideration will be given to the needs, aspirations and concerns of each family member.
Your family's long term objectives and strategy are then agreed, having particular regard to succession planning, asset protection, investment management, retirement and philanthropy.
…then the strategy takes shape…
Having identified the family's strategy and any gaps in current planning, a dedicated team will be brought together by your Client Care Partner to implement the agreed strategy.
Turcan Connell's commitment is to have key team members available for your family whenever required, to provide the security of knowing there is always someone available, in each specialised field, to provide help and to communicate progress to the family.
…and moves forward…
Your Turcan Connell Family Office team will meet regularly after the initial implementation phase to check progress and to consider any issues or developments that may impact on your family.
Every six months you will receive a formal investment and financial planning report. An annual strategic review will provide further analysis and focus to ensure the agreed strategy remains consistent with the family's objectives. Your Client Care Partner will, of course, arrange for any other advice required on an ad-hoc basis and report one-off developments.