Private Office
Confiance runs the work. The family keeps every decision.
Each Private Office looks after the five capitals of a family's wealth, as far as the family wants it to go.
The work, organised by capital.
Financial capital serves to grow the other four. Each area of work is tagged with the capitals it serves, and every decision stays yours.
Total wealth picture
One consolidated view of every entity, listed and unlisted, with current valuations. It shows the total cost of wealth and the total return.
Example: consolidated reporting across four family entities and several platforms.
Family and household
Spending, budgets, insurance, bills, staff, and whatever else the family wants taken off its plate.
Example: a 12-month analysis of a family's spending, followed by an ongoing retainer.
Advisers and investments
Managers, banks, lawyers, accountants, valuers and insurers appointed, briefed, reviewed and coordinated. An annual Total Cost of Wealth report.
Example: one investment framework applied across two external managers.
Property and real assets
Strategy, leasing, rent reviews, valuations, capital works and developments, drawing on deep experience running property and hotel funds.
Example: a lease restructure and capital works review with a national tenant.
Operating businesses
Board and shareholder representation, management reporting, leases and major contracts, and how the business fits the family's wider wealth.
Example: oversight of a family-owned operating business.
Governance and structure
Capitals assessment (the Family Balance Sheet), family charter and investment policy statement. Trusts, wills and estate plans kept aligned with the lawyers.
Next generation
Age-appropriate education, so children understand money and that wealth is broader than finance. Each member prepared for responsibility.
Trusted adviser on call
A senior sounding board, and independent second opinions on proposals from banks, managers and advisers.
One point of contact for every adviser.
Your advisers stay. Confiance briefs them, holds them to account and makes them work as one team.
- Lawyers
- Accountants
- Investment managers
- Private banks
- Valuers
- Insurers
- Trustees
- Business advisers
What changes with a Private Office.
- Advisers who rarely speak to each other
- Statements in a dozen places, valuations out of date
- No one who sees the whole picture
- Decisions made under pressure, on partial information
- The administration falls to the family
- One team of advisers, briefed and coordinated
- One report of everything you own, kept current
- A dedicated adviser, backed by senior oversight of everything
- Clear options before every decision
- Your time back for what matters to you
Scoped to your family, and set out in a written proposal.
Never a percentage of assets. No commissions.
No. Confiance manages no money, holds no client assets and sells no financial products.
No. Your advisers stay. Confiance makes them work as one team.
An annual retainer, scoped to your family. You receive a written proposal within five business days of the discovery session.
Yes. Many families begin with a stand-alone service, such as a Health Check, to see the standard first.
Your family sees everything we do. Information is shared only with the advisers you authorise.