Family Office Services
Integrated private client support for families, entrepreneurs and asset-holding structures
Sterling Legal Solutions provides family office services to individuals and family businesses in need of an organised framework for the administration, reporting, and planning of wealth.
We serve as a single point of contact over the various personal, business, and wealth holding aspects of the family, which includes the coordination of companies, trusts, foundations, investments, lifestyle matters, accounts and reporting and advice.
The structure is aimed at clients who wish to receive high-level support in a discreet and effective manner without the burden of setting up a fully-fledged single-family office.
Coordinating the family office function
Family Office Administration
Ongoing coordination of private client, corporate, trust, foundation and asset-holding matters.
Accounting and Bookkeeping
Financial administration, bookkeeping, management accounts and reporting support for family structures and asset-holding vehicles.
Tax Compliance
Support with tax information gathering, reporting timelines, and compliance records.
Trust, Company and Foundation Administration
Ongoing administration and governance support for companies, trusts, foundations, SPVs and family investment structures.
Family Governance
Support with family governance documents, decision-making frameworks, succession planning and long-term continuity arrangements.
Real Estate and Luxury Asset Administration
Coordination of property interests, lifestyle assets, insurance, advisers, service providers and related reporting.
Philanthropy and Legacy Planning
Support with charitable structures, giving strategies, legacy planning and impact-focused arrangements.
International Family Structure
Support for families with assets, advisers, entities or interests across the UK, Europe, North Africa, the Middle East and wider international markets.
Why Sterling
Looking for a more structured way to manage family wealth?
Tell us about your family, structures, assets and ongoing administration needs and we will prepare a tailored proposal covering scope, timeline and fees.