Family Office

We’re passionate about helping you and your family preserve your wealth for generations to come.

No matter where in the world your financial interests lie, we offer personalised financial advice tailored to meet the unique needs of your family.

Our team recognises that each family is unique, and many of our entrepreneurial clients have diverse personal and business assets, including international ones.

We’re well-versed in navigating complex, cross-border tax regimes, managing overseas property portfolios, and addressing global wealth considerations.

Additionally, we can guide you in establishing and managing trusts and other strategies to mitigate tax and protect your family’s assets, ensuring your legacy thrives across borders.

We also offer guidance on family governance, ensuring that your family’s values, philanthropy, and vision continue to guide your wealth management decisions well into the future.

Our approachable and friendly team helps with:

  • Concierge services: We manage domestic payrolls, support accounting and tax advice for luxury assets, and process payments.
  • Managing investments: We offer comprehensive services including tax advice, compliance, company and trust administration, accounting support, and investment reporting.
  • Estate planning and Inheritance Tax management: We provide guidance on estate planning, helping you to optimise your tax strategies and ensure that your assets are passed with tax efficiency.
  • Asset Holding: We provide secure and efficient management of a wide range of assets including real estate, fine art, and other valuable personal and business properties.
  • Philanthropy: We assist in registering family foundations, manage charity meetings, implement governance policies, manage gift aid, and provide tax advice.
  • Business and investment education: As part of our succession planning service, we mentor younger generations, offering support and serving as a repository of the family’s business history.
  • Family governance: We maintain compliance diaries, track reporting and filing obligations, and liaise with relevant authorities like Companies House, HMRC, and the Financial Conduct Authority.

In addition to this, we can assist you with preparing tax returns for your family, arranging non-UK tax filings and a range of property services.

We are also experts at assessing risks to your wealth and implementing the correct mitigation strategies.

Single-family offices

We understand the distinct needs of single-family offices, providing dedicated and bespoke services that cater exclusively to your family’s requirements.

Our team offers a concentrated focus on ensuring the confidentiality and tailored management of your wealth, aligning with your family’s unique legacy and long-term objectives.

We provide a holistic service that encompasses all aspects of wealth management, from direct investment oversight to the nuanced handling of private affairs and Inheritance Tax strategies.

With us, your family office gains a trusted adviser equipped to handle complex challenges and foster your family’s prosperity through our personalised service.

Multi-family offices

For families looking to leverage shared resources while maintaining individual attention to their financial and administrative needs, our multi-family office services offer the ideal solution.

We can offer cost-effective yet comprehensive management of investments, tax planning, and estate management.

Our unique approach gives families high-level strategic advice and diversified investment opportunities that might otherwise be inaccessible.

With MGI Midgley Snelling LLP, each family retains a bespoke service tailored to their values and goals, while also enjoying the broader benefits of a larger governance structure.

Many families, just like yours, already work with our team to manage their finances.

Our team is always available to answer your questions, so please get in touch for more information.

Jonathan FarrowJonathan Farrow

Jonathan advises on structuring personal and business affairs for non-UK high net worth individuals and businesses. Jonathan regularly travels abroad to meet with clients and has long term family office relationships with wealthy families from Russia, South Africa, Central and Eastern Europe and the Middle East.

Fluent in French and German and has studied Chinese Mandarin and Spanish, Jonathan works with clients who are looking to invest in the UK and provides assistance in the process of setting up their investments, homes and new businesses here in the UK.