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Family Office Advisory

Strategic advisory support for internationally connected clients who need clear direction across family office advisory, cross-border planning and long-term decision-making.
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  • who this service is for

For Clients Making High-Stakes Family Office Decisions

Built for clients who need joined-up advice before important financial, family or business decisions are made.

This pillar supports internationally connected individuals, families, entrepreneurs and business owners who need strategic advice on family office advisory. ACT London helps clients understand the implications of their decisions before structures are created, assets are moved, transactions complete or family plans are implemented.

Families needing clearer governance, reporting or succession arrangements
Principals, family offices and advisers reviewing long-term strategy
Clients preparing for generational transition or family relocation
  • What We Do

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  • typical triggers

When to Get Family Office Advisory Advice

Clients usually seek advice before decisions are made, documents are signed, ownership changes, or a cross-border move creates tax, governance or structuring consequences.

Before you make a major move

Get advice before relocation, restructuring, investment, succession or transaction decisions create avoidable tax or governance issues.

this includes

Review the jurisdictions involved

Identify tax and reporting exposure

Plan before implementation begins

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When your current structure feels unclear

Existing companies, trusts, assets or family arrangements may need review when circumstances or regulations change.

this includes

Check whether arrangements remain suitable

Clarify ownership and control

Reduce uncertainty before next steps

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When family or business priorities change

Changes in family objectives, business ownership, liquidity plans or succession needs can create a new planning requirement.

this includes

Align advice with long-term goals

Prepare for succession or exit events

Coordinate with professional advisers

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  • Our Process
Trusted by 1k+ Clients

How We Move Family Office Advisory Forward

01/Clarify Your Position

We begin by understanding your objectives, jurisdictions, existing arrangements, stakeholders and the decision you are preparing to make.

02/Review the Planning Issues

We assess the relevant tax, structuring, fiduciary, governance, reporting and implementation considerations.

03/Set Out the Next Steps

We provide clear recommendations, priorities and next actions so the matter can move forward with confidence.
  • Our Blog

Insights & Updates: Explore ACT London's Blog

June 4, 2025

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  • Talk to an Advisor

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