Family Office

‍Project Bank Accounts (PBAs) have been around for a long time now but, in the wake of Carillion and ISG's collapses, are experiencing a resurgence in popularity, both in the public and private sectors.

Certified B Corporation banks balance profit with people, planet and purpose.

Private Counsel are on your team. The more you tell them, the better-equipped they are to help you.

Xero represents an excellent basis for family office accounting when coupled with specialist app add-ons.

It's like a General Counsel, but a Private Counsel assists a limited number of clients on an ongoing basis.

While it may feel low on the list of priorities, choosing wisely can protect new-found wealth and deliver significant returns.