Family Office

Creating a financially secure and promising future for our loved ones is a universal goal. However, managing assets and planning for inheritance can be a stressful and time-consuming task without the guidance of a financial wealth advisor. To answer this, family offices are emerging as a popular solution for high-equity families to efficiently and securely handle their wealth. As a solution to this, family offices are gaining popularity among high-net-worth individuals and families to provide an efficient and secure means to manage their wealth effectively.

For affluent families seeking excellent family office accounting firms, Premium Accounting Solution Limited is a trusted partner. We specialise in the respectful and confidential management of wealth across generations.

Family office wealth management not only centralises and organises a family’s personal and business financial affairs but also ensures that their wealth is maintained for the long term. This approach contributes to financial security for generations to come.

Implementing a family office wealth management system for long-term investment comes with the benefit of alleviating concerns when differences in financial strategy views arise within the family. With the guidance of a professional management advisor, a carefully crafted investment plan, and a comprehensive financial strategy, potential conflicts among family members won’t lead to financial discords.

Family offices play a crucial role in family wealth management, encompassing both personal and business finances. They offer a range of financial benefits, covering services such as investment management, budgeting, tax planning, inheritance and wealth transfer planning, bookkeeping, finance consulting, and more. Families can rely on these comprehensive services to ensure their long-term financial security and overall well-being. Our accounting firm caters to both single-family offices and multi-family offices, offering a suite of solutions that transcend traditional financial management.

We help you unlock your wealth strategically:

At PAS, we understand the unique financial needs of high-net-worth individuals and families. Our family office services go beyond conventional advisory roles, extending to meticulous investment decisions that align with your long-term goals. We craft bespoke investment portfolios, integrating private equity opportunities to optimise returns and secure your financial future.

We offer holistic advisory services:

Our team of experts specialises in providing holistic advisory services that encompass risk management, ensuring the preservation and growth of your wealth. PAS is dedicated to assisting you in making informed investment decisions, securing your assets across generations, and implementing effective succession plans.

We help with your real estate investments:

In addition to financial management, our family office services extend to real estate, recognising its significance in diversified portfolios. We advise on strategic real estate investments, helping you get through opportunities and risks in the market.

We cater to various types of family office structures:

Whether you require a dedicated single-family office or seek the collaborative advantages of a multi-family office, we provide tailored solutions to suit your preferences. We understand that each family is unique, and our range of services caters to the distinct needs of individuals and families, providing flexibility and personalised attention.

In a nutshell, we promise to

•   Support family philosophy and family governance.
•   Offer professional management, increased compliance, and reduced risks.
•   Provide families with high-quality, personalised services such as retirement planning, estate planning and investment advice.
•   Contact any third-party representatives on behalf of the family.
•   Be professional and proactive at responding to and predicting the needs of the family.

·   Efficiently and confidentially manage your family affairs.

If you’re considering setting up any form of family office in Auckland, enlist the services of the authorised financial advisors here at Premium Accounting Solution! We will collaborate with you, offering financial advice to design a customised family office structure that aligns with your family’s needs and long-term aspirations.

Schedule an appointment with a professional wealth management advisor at PAS today to discuss your financial goals, investment strategy, and the benefits of family office services.