Family Office
At Caulie, we understand the unique needs of High Net Worth families and we often hear how taking care of the family wealth can be a full time job. Whilst many boutique family offices focus on wealth management and planning, we are here to assist in the day-to-day running of “Family Ltd” for those who are looking to centralise their financial affairs. We work closely with the family, their staff, legal and investment teams in a professional manner with absolute discretion.
Our Family Office services are tailor made to fit your family’s needs and may include:
Bookkeeping and Accounting Services for individual family members such as the payment of supplier invoices, preparing monthly expenditure summaries and statements of wealth.
Tax Compliance for family members including submission of tax returns or obtaining repayment claims.
Administration, Accounting and Tax services for family held Companies, Charities, Trusts and Estates.
Assisting with budgets and budget setting.
Attending to Human Resourcing such as the hiring of staff, operating PAYE and review of expense claims.
Assisting families with projects such as property purchases, renovations, relocations etc.