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Family Governance & Oversight

Family Governance & Oversight

Our clients asked us a question.

How can you help us to manage the complexity of our lives and financial affairs more effectively? They’d explored the concept of a family office but knew that it came with cost, responsibility and complexity and they weren’t clear that they could find the skills and resources they required. We created our Governance and Oversight service, complimented by our Wealth Planning, to deliver an effective solution.

Our approach

We deliver comprehensive solutions, combining the elements that our clients need to deliver on our promise to give them their time back and make their lives easier. We do this through a combination of advice, oversight and reporting.

​There are five elements

Principal Advice - acting only in the best interests of the family, we act as the voice of reason and analysis. We challenge, facilitate, seek consensus and share our experience.

Oversight - we monitor and analyse for the family. We act as are the central point of contact and communication. We document and retain knowledge, we manage transactions and we are the first port of call for family and advisors.

Wealth Planning Advice - we help our clients structure their family’s wealth while helping build, preserve and transition assets, all done being mindful of the impact of tax. Planning, protection, cashflow analysis, scenario modelling and liquidity all play their part.

Reporting - supported by technology our consolidated reporting gives our client comprehensive insight into the family’s financial affairs. It is the basis for discussion, for the evolution of strategy and for decision making.

Investment Advice - we provide ongoing FCA regulated and compliant investment advice in an entirely unconflicted, impartial manner, to achieve the best outcome for your Family. We review existing investment strategies and amend and implement any changes that we deem appropriate in order to meet your agreed financial objectives. On your behalf we source and recommend investments and appoint managers for portfolios.

​If you’d like to know more about how we can help you, contact us on the details below:

If you’d like to know more about how we can help you, contact us on the details below:

T: +44(0)161 711 0730 ◆ E: enquiries@artorius.com

Some of our services include recommending investments. Investing involves risk, including loss of capital. Our real estate service is not regulated by the Financial Conduct Authority.

“Artorius take responsibility for coordinating and reporting to various accountants, lawyers, etc. To have the knowledge that everything is consolidated under one roof - but not impeding my freedom to do whatever I want - has been a great relief, administratively.“

Responsibilities In Managing Substantial Wealth

Responsibilities In Managing Substantial Wealth

Family Office by Artorius delivers great family governance and by that we mean that decisions are made in the best interests of the family,...

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