The Kerr Family Office Concept

For families with significant wealth and a number of planning structures in place (operating & holding companies, family trusts, family foundations), or a need for such structures, our comprehensive Kerr Family Office service can help manage all of your financial needs smoothly and ensure you are not missing opportunities or deadlines.

The Family Office service starts with getting to know you and your family, articulating your goals and clarifying your family resources. We then provide integrated planning including family risk management, succession and estate planning, tax planning, education funding, strategic family philanthropy and considering optimal ownership, tax and income structures. Our tax effective investment management service starts with investment policy design and asset allocation, includes manager selection, merged accounting verification and performance reporting and ongoing monitoring. In addition we take care of managing implementation of strategies and ensuring that all of your administrative and compliance matters are handled efficiently.

For families without the complexity of multiple ownership structures, our Integrated Investment Management service can act as your family office. This service combines tax effective investment management with tax return preparation & planning, managing tax estimates and instalments throughout the year, and providing you with access to financial advice on an ongoing basis.

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