Family Office | Altum Group

Bespoke & personalised

We recognise that no two clients are the same. Our approach to service is designed to build strong, lasting relationships which enables us to understand your unique circumstances, requirements and wishes. We will work tirelessly to ensure you achieve your objectives.

Our independence means we remain conflict free. Therefore our dedicated, director led team offers a high quality, proactive and personalised service that focuses on you and your unique interests.

We partner with your trusted advisors to build bespoke solutions that deliver your desired outcome – whether it’s for asset protection, succession planning, or investment purposes.

With our personal approach we are able to achieve an effective and efficient relationship enabling a proactive service for our clients. We are an agile business and as such we can adapt as your circumstances evolve over time. We will progress with you along your journey.

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How can we help you?

We go above and beyond the professional, drawing on collective decades of private client expertise to create unmatched customer value. Our many long-standing client relationships are testament to the dedication and commitment of our team.

We operate a clear, transparent fee structure, and our culture of mutual trust is valued equally by clients and by the Altum team.

We have extensive experience of complex, multi-jurisdictional structures, so are optimally placed to serve the needs of international families. Wherever you are based, we work closely with your stakeholders and advisors to manage your structure with tax efficiency and with the utmost integrity.

Trusts are a vital and unrivalled tool for effective private wealth management, succession planning and asset protection for high-net-worth families.

We provide trustee services managing a variety of trusts to suit our clients’ circumstances and meet their wishes that assets are managed in an effective and efficient manner for the benefit of the beneficiaries.
- Establishment of trusts
- Provision of trustee
- Administration
- Provision of Protector or Enforcer
- Bookkeeping and accounting
- FATCA / CRS compliance and reporting
Private Trust Companies (PTCs) or Private Trust Foundations (PTFs) act as trustee of a family trust or trusts. A PTC or PTF provides several benefits including:
- Family members can hold a board or council position on the PTC or PTF enabling them to have an involvement with the decision-making process
- Greater flexibility and move-ability with the ability to change directors or council members rather than changing the trustee of the trusts which is far more efficient and economical
- Introduction of future generations to the family wealth in a controlled and structured manner, allowing younger generations to become involved and educated
We administer companies to hold a diverse pool of assets, whether this be listed investments, private equity, real estate, or those more bespoke luxury assets such as artwork, super yachts or aircraft.
- Company incorporation
- Provision of registered office address
- Provision of directors and secretary
- Administration
- Maintenance of statutory records
  Statutory filings
- Bookkeeping and accounting
- Economic substance
- FATCA / CRS compliance and reporting
In certain circumstances Foundations are considered as a viable alternative to a Trust and can often provide greater flexibility and the ability retain involvement in the day-to-day decision making.
- Foundation incorporation
- Provision of registered office address
- Provision of council members, including Qualified Member
- Maintenance of statutory records
- Statutory filings
- Bookkeeping and accounting
- FATCA / CRS compliance and reporting
We work with high-net-worth families supporting them through a wide range of services to help navigate the challenges families face allowing you to focus on what is important to you in the knowledge that everything is taken care of and in safe hands.
- Personal finance management
- Consolidated reporting
- Luxury assets
- Philanthropy
- Family governance

Meet our experts

We are packed full of industry leading experts that provide the best possible service to our clients. Our people are our most important asset, they provide our customers with a seamless client experience.

Paul Tomlinson

Head of Family Office

Phil Taylor

Director Client Services, Family Office

Anthony Pitcher

Consultant

Zoe Morris

Director Client Services, Family Office

Victoria Meagher

Associate Director, Family Office

Robert Venticinque

Client Services Director, Family Office

James Milner

Group Head of Growth

Why Altum?

Our Family Office team have unparalleled expertise which is utilised to provide the highest standard of tailored administration services to their prestigious client base.

Paul Tomlinson

Head of Family Office

Our services

Trustee Services →

We have a leading team of dedicated and experienced trust professionals capable of dealing with a wide range of complex structures.

Accounting & Financial Reporting →

We ensure that the reporting provided to your investors or regulators is of the highest quality.

Tax & Regulatory Compliance Services →

Altum’s team of local experts are ideally placed to shoulder the responsibility of all regulatory, tax & compliance matters.

Corporate Services →

We provide a full service corporate administration solution for stand-alone companies or complex, multi-entity structures.

Discover more about Altum Group

Who we are

Our strength lies in our people. Experienced and highly skilled, we are trusted leaders in private client administration and wealth management. We consistently deliver excellent service and build long-lasting client relationships.

Who we are