Wealthy individuals, multigenerational families, successful business owners and their key advisors turn to us for a personalised suite of services selected to reflect discrete preferences and priorities.
The very things that make a family special are often what make the oversight of its financial and personal affairs problematic; there is no single solution that works best for everyone.
Successful businesses and significant wealth can add complexity to the family dynamic, amplifying issues and creating unexpected challenges.
A professional partner with the right credentials and infrastructure can help ensure that intelligent plans are developed, proven processes followed, and desired outcomes achieved. PKF Funds and Family Office is that partner.