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Hazlewoods announces the launch of their Family Office Service

PUBLISHED: 17:18 20 November 2017

The Hazlewoods Family Office (c) Will Pascall UK

The Hazlewoods Family Office (c) Will Pascall UK

Will Pascall UK

The Family Office provides a wide variety of services tailored to the family and its requirements, including wealth management, succession planning, cash flow projections, independent financial advice, inheritance tax planning and much more

Hazlewoods, the Gloucestershire based Chartered Accountants and Business Advisers are pleased to announce the launch of their Family Office service.

Although the firm have been offering cross-service support to their entrepreneurial family clients for many years, they have now brought together their key advisers in tax and financial planning and are keen to work with families to meet their objectives and aspirations in a consolidated service.

The Family Office provides a wide variety of services tailored to the family and its requirements, including wealth management, succession planning, cash flow projections, independent financial advice, inheritance tax planning and much more.

Advice on charitable giving is also available and may well be high on the agenda for many families, according to research published in the UBS Global Family Office Report 2017, released early in September.

According to the report, families with children born after 1980 will see an increase in requests to participate in impact investing and increased commitment to philanthropic causes.

Sara Ferrari, Head of Global Family Office Group, said: “We know that millennials are driving the adoption of sustainable and impact investing. This is an opportunity for family offices to use their investment expertise to convert social objectives into financial returns.”

Nick Haines, Partner and Head of the Tax team at Hazlewoods, said ““Protecting family wealth for current and future generations is of such importance for so many people that we wanted to provide a clear message that, at Hazlewoods, we possess the skills and expertise to help families achieve their goals.”

For more information on Hazlewoods Family Office, please contact Nick Haines on 01242 237661 or nick.haines@hazlewoods.co.uk. Alternatively, contact Nicholas Smail on 01242 680000 or nicholas.smail@hazlewoods.co.uk.

Visit the Hazlewoods website here.


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