Family Office

Newhaven offers a growing range of Family Office services that complement our skills as a provider of trust and fiduciary services.

We provide wealthy families and existing single and multiple Family Offices with the following services:

  • Wealth transfer through estate succession planning, consequent administration and family governance
  • Oversight of Investment Management including performance monitoring
  • Administrative services including financial organisation (bill paying and banking), document and record management 
  • A network of trusted and independent advisors in the tax, legal and accountancy industries.
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