Sectors

Funds and family office

Managing risk and securing opportunity in a unique sector

Successful businesses, family offices and funds typically have unique and complex risk profiles. This can present challenges when it comes to financial decision-making and future planning. At the same time, and by their very nature, they can represent significant opportunities.

PKF provides a comprehensive range of Funds and Family Office services, which includes dependable strategic support with tax, accounting, fund administration and auditing. We can deal deftly with the additional complexity the sector brings to financial management and succession arrangements, and to general strategy and planning.

Our collective understanding, experience and expertise from across our far-reaching network is unmatched, and it is always tailored to your current and future goals.

Leading expertise for high-stakes financial management

Clients choose us for our hands-on experience and applied understanding of the sector’s finer details and intricacies. That’s why, even when clients already have accountants on their payroll, they come to us for specific advice and expertise to help develop their businesses, manage their funds and protect their family enterprises with additional confidence and peace of mind.

Our Funds services include:

• Creation and structuring
• Administration and accounting
• Audit
• Fund raising

Our Family Office services include:

• Structuring and organisational support
• Financial management
• Accounting and reporting
• Tax planning, compliance and transactional support
• Lifestyle and transactional support

All our Funds and Family Office services are fully personalised and adapted to match your specific needs and ambitions.

How can we help you?

To find out more, or to arrange a conversation about how we can support your business’s success, get in touch today.