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Family Office

Wealthy private investors and families increasingly want to be taken care of by a single professional organisation offering independent wealth advice.

Talaria Wealth operates as a family office and offers professional as well as the traditional “family office” services.

Professional services include tax compliance, accounting, trusteeship, trust and corporate administration, financial and estate planning.

Traditional family office services include the provision of personal services such as managing households and other non-professional services such as property management, day-to-day accounting and management of legal affairs, family governance, financial and investment education, philanthropy coordination, and succession planning.

We use our knowledge and expertise of over twenty years of financial planning to engineer solutions and structures that promote and protect your financial prosperity. As a medium sized owner-managed business with staff rewarded for their efforts and who have a personal stake in the company’s success, we are fully committed to upholding the highest quality standards and service excellence.

Continued Financial Prosperity

“How can we ensure your continued financial prosperity?” – is the focal point when drawing the right plan for you. Starting with the demands of the family, together, we will analyse your current financial situation, draft a detailed diagram of your professional and family relationships, define your objectives, plans, needs and wishes, as well as your willingness to take risks.

We have built a strong network with other experienced professionals. Whenever we need further local expertise to validate a solution or structure from a tax or legal point of view, we will tap into this pool of knowledge for the benefit of our clients.  We focus on central coordination, controlling of processes and selected core competences .We partner you, side by side through the various professional and personal stages, anticipating change and doing our best to ensure you and your family’s financial prosperity and ease of administration of your financial affairs.