PRIVATE FAMILY OFFICE SERVICES

 

We here at Quay Associates consider the opportunity to act in the trusted capacity as a Private Family CFO as a privilege. As part of this role, we use our network of professional services advisors to provide a wider range of solutions than simply taxation and accounting services. With confidentiality being of the upmost importance to all our services – no matter which client we are undertaking services for, when dealing with personal family matters, we understand the added importance of protecting your family from external exposures. Whether you’re a new family business or part of a high net worth family, Quay Associates look forward to the opportunity of working with you moving forward.

“Planning is bringing the future into the present so that you can do something about it now”

~Alan Lakein

Our private family service offerings include:

  • Budgeting and cash flow management;
  • Debtor management services;
  • Expense payment management;
  • Management accounting services;
  • Full range of accounting and taxation services;
  • Payroll management and compliance;
  • Asset management – including personal asset management inventory services;
  • Estate planning and business succession planning;
  • Liaising with bankers, financial advisors, insurers and services providers;
  • Chairing family meetings;

 

 

 

If you are seeking any of the above services or would like to discuss how we can help you or your business, please contact Quay Associates.