Premier Family Office
Herald offers its high net worth clients and those involved with complex family structures an integrated one-stop fiduciary solution.
The key features of Herald's Premier Family Office services are:
- Services are tailored to the needs of the client family
- One-stop service facilitated by a Herald Client Director
- Fixed fee arrangement and all rebates and commissions credited back to the client family
- Utilisation of specialist service providers ensuring most appropriate advice
- No need to source or deal with multiple service providers, everything is arranged for the client family
- Peace of mind that the family is receiving appropriate advice at a reasonable price without duplicating costs
- Herald’s focus and remuneration is not in conflict with the needs of the client family
- Specialist input reduces the risk of inappropriate or inaccurate advice
Benefits
- Removes the frustrations of managing the family affairs
- Family affairs are properly co-ordinated
- Family can get on with their lives without worrying about fiduciary issues
© Herald Trust Company Limited. All rights reserved.