Trust and Fund Management
Investment Management, Advisory Services
Accounting and Taxation Advisory
Succession and Estate Planning
We work with your family to:
- formulate the vision.
- design the guidelines, and
- implement the framework
required to manage your family’s wealth for current and future generations.
The Family Investment Office service provides guidance in all aspects of your family’s governance framework. This incorporates investment management, comprehensive reporting, and administration plus access to the broader Evans & Partners network.
Family Investment Office Services
Reporting and Administration
Establishing and Supporting the Family Framework
Focusing on Risk and Return
Enhancing efficiencies and providing timely, valuable insights
Broad Range of Related Services