Private Clients

Family Office

The establishment of a family office, designed to separate family finances from the family business, may be appropriate when significant investable assets and multiple generations of beneficiaries are involved.

As your wealth expands, increased complexity and evolving needs emerge. The operational management of a family office, encompassing diverse staff, assets and investment portfolios spread across different countries, presents unique challenges.

At WellTax we can work with you to implement a structure that can help to consolidate the administration and management of personal and business affairs.

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