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Walgate Family Office

Providing professional management services to address the personal and domestic needs of wealthy families

Our Services

Walgate Family Office provides professional management services to address the personal and domestic needs of wealthy families. We deliver all the benefits of your own family office without the substantial commitments that accompany one. It was established to provide services that support and complement the premium legal advice Fladgate provides especially via its Private Wealth practice.

At Walgate Family Office, we reflect Fladgate’s vision of delivering a highly differentiated service characterised by being personal, agile, clever and enterprising, helping anticipate our clients’ needs. We always aim to leave our clients with a commercial advantage. We recognise the need for flexibility, privacy, security and efficiency. We like to say that we are ‘powered by‘ Fladgate - meaning we benefit from the collective experience, professional rigour, client confidentiality and pragmatism that has been the foundation to Fladgate’s success since 1760.

Our services are cost-effective, agile and timesaving. We provide a flexible resource that can be scaled up or down as required. Our professional management and oversight ensures that clients’ needs are serviced in the optimum way. It also means we take care of time-consuming administration that may otherwise have prevented clients from focussing on what is truly important to them.

Drawing on our extensive experience of working closely with wealthy families and our network of trusted partners, we have carefully shaped a range of services to address routine matters and those that are less usual, all tailored to meet your specific needs.

Examples of the services we provide are set out below:

In conversation with Walgate Family Office

Books

Family Office Administration

  • Personal compliance & KYC
  • Bank account opening
  • Tax compliance
  • Coordination of 3rd party professionals
  • Company secretarial services
  • Corporate directorships

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Human Resources

  • Household and office team structuring, training & recruitment;
  • Payroll administration
  • HR services inc. pre-employment screening, offer documentation, HR database maintenance

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Financial administration and reporting

  • Income & expense analysis
  • Cash-flow forecast, lifestyle planning and budgeting
  • Customised periodic reporting
  • Full service book-keeping
  • Bill payment and expense reporting

Risk management

Risk management

  • Insurance (property, employer’s liability, public liability, asset and health)
  • Security (cyber, personal, property & asset)
  • Bespoke medical services

Asset and property management

Asset and property management

  • Art portfolio management
  • Investment reporting
  • Chartering (yachts, planes, helicopters)
  • Residential property management

Philanthrapy

Philanthropy

  • Philanthropic planning
  • Administration and reporting
  • Performance monitoring & ESG impact assessment

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Relocation services

  • Property search
  • Removals, storage and unpacking
  • Education consultancy
  • Administrative support

HOW CAN WE PARTNER WITH YOU?

Contact us