Family office services can bring accounting, tax, estate planning, governance, reporting, and administrative responsibilities into a more coordinated structure. This guide highlights a selection of firms providing family office and related private client services, rather than ranking them. The providers differ considerably in scale, international reach, service model, and the extent to which they can support or effectively outsource family office functions.
Acumon
Acumon is a UK firm of chartered accountants and registered auditors providing accounting, tax, advisory, and private client support relevant to families managing significant personal, investment, and business interests.
The firm works with individuals, families, business owners, trustees, and family-controlled companies where personal wealth and commercial affairs often overlap. Its family office services can bring together accounting, tax compliance, financial reporting, company secretarial work, and wider advisory support, helping families manage recurring financial responsibilities through a coordinated professional relationship.
Acumon holds a Public Interest Entity (PIE) audit licence, allowing the firm to audit listed companies and other entities subject to enhanced regulatory oversight in the United Kingdom. PIE audits are subject to additional regulatory supervision and quality requirements, and only a limited number of firms are authorised to undertake this type of work.
In addition to its UK audit registration, Acumon also holds audit licences in several international financial centres, including the Cayman Islands, British Virgin Islands (BVI), Jersey, and Isle of Man. These licences enable the firm to support international corporate groups where entities are located across multiple jurisdictions.
Family wealth structures can involve operating businesses, investment companies, trusts, property, estates, and assets held across different jurisdictions. Acumon’s experience with private client taxation, trusts, estate and probate matters, inheritance tax planning, and family investment company structures supports families dealing with these interconnected financial arrangements.
Acumon works with family members, trustees, business owners, and their other professional advisers to support ongoing financial administration while addressing longer-term priorities such as wealth preservation, succession planning, family governance, and the transfer of assets between generations.
Family Office Services Capabilities
Acumon provides family office services across a wide range of organisational structures and sectors.
These include:
- UK limited companies and corporate groups
- Public Interest Entities (PIEs) and regulated organisations
- UK subsidiaries of international groups
- charities and not-for-profit organisations
- owner-managed businesses approaching statutory audit thresholds
- offshore holding companies and investment vehicles
Family office service engagements are typically led by senior professionals with direct involvement throughout the engagement.
Regulatory Licences and Registrations
Acumon holds several audit registrations that enable it to support organisations operating across multiple jurisdictions.
These include:
- UK statutory audit registration
- Public Interest Entity (PIE) audit licence
- Jersey audit licence
- Isle of Man audit licence
- Cayman Islands audit licence
- British Virgin Islands audit licence
These registrations allow the firm to provide audit services to groups that include entities in both the UK and key international financial centres.
Core Services
In addition to family office services, Acumon provides a range of services that support financial reporting and governance.
These include:
- statutory external audit
- group and subsidiary audits
- Public Interest Entity (PIE) audits
- charity and not-for-profit audit
- audit of international group structures
- internal audit and governance reviews
- risk management and compliance support
Audit work is often delivered alongside discussions with management and boards regarding financial reporting processes and governance frameworks.
Many organisations initially encounter statutory audit requirements as they grow and exceed the audit exemption thresholds set out in the Companies Act.
Acumon works with businesses that are:
- approaching their first statutory audit
- preparing for external investment
- expanding into international markets
- operating within corporate group structures
Early engagement with an audit firm can help ensure that financial reporting systems and documentation are aligned with statutory audit requirements.
Contact Information
- Website: acumon.com
- Phone: 020 8567 3451
- E-mail: [email protected]
- Address: 1-2 Craven Road, Ealing, London, W5 2UA, UK
Forvis Mazars
Forvis Mazars offers a dedicated family office practice for families dealing with international interests, multiple businesses or investment assets, and multigenerational wealth. Its model combines personal and business advisers and can support both newly created and established family offices.
Services include family office design, private wealth structuring, investment and wealth planning, tax planning and assurance, governance, reporting, philanthropy, financial modelling, deal advisory, and support for existing single-family offices. Its international network also allows families to coordinate advice across multiple jurisdictions.
Key Facts
- Ideal for: International families and established single-family offices
- Core services: Family office design, tax planning, wealth planning, investment management, trusts, governance
- Specialization: Coordinated private client and business advisory
- Geographic reach: UK and international
- Notable strength: Family office support backed by specialists across more than 100 countries
EY
EY approaches the family office as part of the broader relationship between a family, its businesses, investments, ownership arrangements, and long-term legacy. Its family office specialists work across strategy and design, governance, risk management, technology, reporting, and wealth transition.
The firm’s UK trusts, estates, and family wealth practice extends this support into inheritance tax, estate planning, family office setup, and family governance. EY also addresses operational risk areas such as cybersecurity, privacy, data protection, financial risk, and regulatory responsibilities.
Key Facts
- Ideal for: Large and internationally connected family enterprises
- Core services: Family office design, governance, reporting, risk management, tax, estate planning
- Specialization: Connecting family office strategy with family enterprise and generational transition
- Geographic reach: UK and international
- Notable strength: Broad family enterprise, tax, technology, governance, and risk capabilities
Evelyn Partners
Evelyn Partners supports established wealth holders, entrepreneurs, international clients, and families looking for different levels of family office assistance. The firm can act as a virtual family office, advise on creating a dedicated family office, or supplement an existing office with specialist services.
Its model combines family and wealth planning with investment expertise. This can include advice on transferring wealth, family charters, investment management, tax considerations, financial planning, and risk management. The flexible structure is particularly relevant where a family does not want to build every capability internally.
Key Facts
- Ideal for: Families considering virtual, outsourced, or hybrid family office models
- Core services: Family office design, wealth management, financial planning, investments, family governance
- Specialization: Private wealth and investment management
- Location: UK
- Notable strength: Ability to work as a virtual family office or alongside an established internal team
BDO UK
BDO UK advises families at different stages of the family office lifecycle, including those establishing an office and those requiring specialist support for an existing structure. The firm’s work spans the family itself, the family office operation, and the assets held through it.
Services include family office establishment and governance, wealth and asset structuring, trusts, family constitutions, next-generation planning, tax compliance, cybersecurity, payroll, company secretarial work, risk management, valuations, property matters, and investment-related tax structuring.
Key Facts
- Ideal for: Families requiring tax-led support across personal, operational, and investment matters
- Core services: Family office establishment, tax, trusts, governance, audit, payroll, risk management
- Specialization: Private client and family wealth taxation
- Location: UK
- Notable strength: Broad support covering the family, family office infrastructure, and underlying assets
Deloitte
Deloitte provides family office services through Deloitte Private and its EMEA Family Office Centre of Excellence. Its offering covers the creation of new offices, reviews and transformation of existing operations, and specialist ongoing support.
The range is particularly broad, spanning tax and legal structuring, global reporting, audit and assurance, technology, cybersecurity, risk management, operations, succession, governance, philanthropy, real estate, and M&A. Deloitte also advises on decisions around in-house, outsourced, and hybrid family office operating models.
Key Facts
- Ideal for: Complex family offices requiring multidisciplinary or cross-border support
- Core services: Family office creation, tax, governance, assurance, technology, risk, M&A, succession
- Specialization: Family office operating models and transformation
- Geographic reach: UK, EMEA, and international
- Notable strength: Extensive specialist coverage across financial and non-financial family office risks
KPMG UK
KPMG UK works with ultra-high-net-worth individuals and family offices from initial establishment through ongoing operations, restructuring, growth, and wealth preservation. It recognises a range of family office models, including lean internal teams supported by outsourced specialist capabilities.
Its specialists cover family governance, strategic and operational reviews, corporate governance, compliance, philanthropy, asset management consulting, personal and corporate taxation, corporate finance, technology, and financial risk. The wider private client practice also supports entrepreneurs, trustees, landed estates, and business owners.
Key Facts
- Ideal for: Ultra-high-net-worth families and established family offices
- Core services: Tax, governance, operational reviews, philanthropy, corporate finance, technology, risk
- Specialization: Family office and private client tax
- Geographic reach: UK and international
- Notable strength: Integration of specialist family office work with a wider global advisory network
RSM UK
RSM UK provides family office support through specialists across audit, tax, and consulting. Its services focus on protecting family wealth, transferring assets between generations, developing governance structures, and helping family offices operate efficiently.
The firm works with families and their existing advisers on investment holding structures, succession, governance, reporting, and international considerations. RSM also offers FamilySight, a cloud-based platform designed to centralise information and data used in family office management.
Key Facts
- Ideal for: Family offices requiring governance, tax, reporting, and technology support
- Core services: Audit, tax, consulting, succession planning, governance, investment structuring
- Specialization: Family office management and multigenerational planning
- Location: UK with international capabilities
- Notable strength: FamilySight technology for centralising family office information
Rawlinson & Hunter
Rawlinson & Hunter has a substantial private client practice built around families with complex financial and administrative affairs. The firm can advise on establishing a family office, provide specialist services to an existing office, or perform functions that would otherwise sit within a dedicated family office.
Its work extends beyond tax and accounting into cash flow forecasting, service-provider selection, IT and HR support, project monitoring, adviser coordination, next-generation financial education, and governance. This makes the offering relevant to families seeking both technical advice and practical administrative coordination.
Key Facts
- Ideal for: Families with complex UK and international financial structures
- Core services: Tax, accounting, administration, governance, project management, family office establishment
- Specialization: Private client and family office administration
- Geographic reach: UK and international
- Notable strength: Ability to provide individual support functions or effectively act as the family office
Saffery
Saffery combines accounting, audit, tax, advisory, and private wealth expertise, with family office services forming part of its London offering. The firm’s broader private wealth capabilities include international tax, trust formation and administration, accounting, outsourcing, and advisory support.
Its associated Saffery Trust business provides full family office services as well as support alongside existing private or family offices. This includes work involving trusts, succession planning, complex estates, multijurisdictional assets, and non-standard assets.
Key Facts
- Ideal for: Families with trusts, international structures, and complex estates
- Core services: Family office, tax, accounting, trusts, succession planning, advisory
- Specialization: Private wealth and trust structures
- Location: UK with international private wealth capabilities
- Notable strength: Combined accountancy and fiduciary expertise across complex family structures
Gerald Edelman
Gerald Edelman provides family office advisory for high-net-worth individuals, executives, and smaller family offices that want personal and business financial matters coordinated through one relationship. The firm can assist with establishing and structuring a family office as well as providing ongoing services.
Support spans personal taxation, wealth management, bookkeeping, HR, corporate finance, corporation tax, VAT, valuations, property and investment matters, overseas assets, estate planning, succession, and wills. Families receive a central point of contact that coordinates relevant specialists.
Key Facts
- Ideal for: High-net-worth individuals and smaller family offices
- Core services: Family office setup, personal tax, business support, asset management, succession
- Specialization: Coordinating personal and business financial affairs
- Location: London, UK
- Notable strength: Single-contact model connecting families with specialists across the firm
S&W
S&W supports families and private wealth clients across the family office lifecycle. The firm can advise on establishing an office, provide selected outsourced functions, or deliver a more comprehensive family office service supported by specialists in tax, accounting, audit, technology, and advisory.
Its services include financial administration, accounting, payroll, company secretarial work, tax compliance, inheritance tax planning, succession, family charters, governance, risk management, audit, and international tax matters. Business advisory and corporate finance expertise can also be brought into the relationship where family wealth remains connected to operating companies.
Key Facts
- Ideal for: Families wanting outsourced or integrated professional services
- Core services: Accounting, tax, audit, administration, governance, succession, company secretarial
- Specialization: Family office and private wealth
- Location: UK
- Notable strength: Support across family office setup, ongoing compliance, and ownership transitions
PKF Littlejohn
PKF Littlejohn works with wealthy families, family office executives, and professional advisers on financial, administrative, investment, and governance matters. Its family office practice brings together accounting, tax planning, investment oversight, wealth management, and family governance expertise.
The firm also has experience in custom reporting and accounting for family offices, including cash management, bill payment, tax tracking, compliance, document management, and investment reporting. Its services can therefore address both strategic family wealth questions and recurring back-office requirements.
Key Facts
- Ideal for: Family offices requiring accounting, reporting, tax, and investment oversight
- Core services: Accounting, tax planning, reporting, governance, investment oversight, administration
- Specialization: Family office financial and administrative infrastructure
- Location: UK
- Notable strength: Custom accounting and reporting support designed around complex family structures
Buzzacott
Buzzacott offers a family office-style service without requiring clients to establish a separate bespoke organisation. Its approach brings tax, wealth, and business matters under a central point of contact, with the firm coordinating internal specialists and external advisers where needed.
Its network extends to complementary areas such as trusts, offshore structures, banking, investments, legal advice, real estate, immigration, and property management. Internally, clients can draw on private client taxation, financial planning, investment management, estate planning, trust advice, audit, corporate finance, and business tax expertise.
Key Facts
- Ideal for: Families wanting coordinated support without building a standalone family office
- Core services: Tax, wealth planning, investments, estate planning, trusts, business advisory
- Specialization: Outsourced family office coordination
- Location: London, UK
- Notable strength: Central point of contact coordinating internal and external professional advisers
Corient
Corient is a global wealth management and family office provider serving ultra-high-net-worth individuals, families, and multigenerational clients with complex wealth structures. Following its acquisition of Stonehage Fleming in June 2026, Corient combines its global resources with Stonehage Fleming’s established family office expertise. The firm supports both families establishing a new family office and existing family offices that need additional capabilities or outsourced support.
Its family office services cover financial administration, investment management, reporting, tax services, personal CFO support, family office structuring, philanthropy planning, and real estate. Corient can provide strategic advice and help clients design and build their own family office, supplement existing structures with specialist capabilities, or take responsibility for managing an existing family office. Its international platform is particularly suited to families with complex, multigenerational and cross-border wealth arrangements.
Key Facts
- Ideal for: Ultra-high-net-worth and multigenerational families with complex wealth structures
- Core services: Family office services, wealth management, investment management, financial administration, tax, reporting, personal CFO services
- Specialization: Bespoke family office services and wealth management
- Geographic reach: International, with family office capabilities across multiple jurisdictions
- Notable strength: Combines Stonehage Fleming’s established family office expertise with Corient’s global platform and resources
Conclusion
Family office services vary from focused tax and accounting support to fully outsourced structures covering governance, reporting, investments, estate planning, administration, risk, and succession. Some providers are particularly suited to families that already operate a single-family office and need additional technical expertise, while others can coordinate many of the functions that would otherwise require an internal family office team.
The appropriate provider depends on the complexity of the family’s assets, international exposure, operating businesses, governance requirements, and preferred balance between internal and outsourced resources. Families with substantial cross-border structures may prioritise international coverage, while those with primarily UK affairs may place greater emphasis on tax, trusts, estate planning, accounting, and long-term succession support.
