Family Office
Mancell has over 35 years’ experience assisting families to work harmoniously together to stay organised, develop and execute clear plans, and ultimately achieve the family goal.
Our overriding objective is to align your family values with your family’s wealth, and to build a sustainable, prosperous plan for the future. While every family is different, their goals are usually similar.
With so many services to keep track of, we need to ensure that your needs are managed efficiently and with as little of your time as possible. Many of the services that Mancell currently provides can be enhanced with our Family Office service offering. We can alleviate the extra burden of having to manage a family business, potentially complex family relationships, and all of the additional organisation that is required.
We can assist with all your Family Office administration requirements:
Banking administration including handling banking correspondence, processing cheques and accounts payable.
Investment administration including liaising with your financial adviser, handling all documents relating to your investment portfolios.