Independent wealth adviser Bedrock is to
launch a family office platform providing logistical support to
high net worth (HNW) families.

The private investment office, with offices in
London and Geneva, will help HNW clients identify and work with
specialists to co-ordinate non-investment related family needs.

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Bedrock’s offering is similar to many wealth
advisory firms, including US firm WealthTouch which provides
consolidated reporting across all asset classes, custodians and
currencies for ultra high net worth clients.

 

Growing demand for family office
support services

Bedrock and Wealthtouch’s shared service model
are in response to a growing demand from single and multi-family
offices for a cost efficient way to outsource the management of
their non-investment related personal affairs.

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Bedrock’s new platform will include:

  • Lifestyle management – including bill paying
    and payroll, cash flow management, private secretary, tax
    compliance, private travel management, property
    management/aircraft/boat and art management
  • Recordkeeping and reporting – including
    master consolidation, consolidated statements and analysis, budget
    and cash flow forecasts, credit cards control and asset audit
  • Legal and tax services – including estate and
    tax plans, financial planning and trusteeship
  • Monitoring and diligence – including
    monitoring of investment guidelines, cost control and optimisation,
    audit and follow up of service providers, financial institution fee
    analysis, insurance oversight, liability management, bank financing
    and security
  • Corporate services – including administration
    support, secretarial support, financial information, human
    resources coordination, tax matter coordination and legal and
    compliance
  • Specialised services – including family
    governance, family education and family philanthropy

Bedrock manages and oversees
CHF5bn ($5.62bn) of client assets and employs 45
people.