OUR SERVICES
Our network is vast. Providing assistance with financial services, wealth management, property, business advisory, tax, legal, insurance, security, education, travel, lifestyle, luxury management and events, plus more sectors continually being added.
How we have helped our clients
Wealth Management
Client was looking to move wealth managers, as the advice they were receiving wasn’t aligned with their own thinking. Trusted introductions made, plus to those with specific focuses on ESG investing.
Property
High profile public eye client moving from London to Yorkshire. They required discreet advice on a family home purchase, plus guidance on the local area, schools and lifestyle, whilst ensuring complete anonymity throughout.
Education
Client wished to ensure that their children were well equipped to take on the responsibility of managing the family wealth and instructed NXD Family Office to provide bespoke education services specific to family legacy and next generation planning.
Business Exits
Client was gearing up to sell their business and needed help appointing advisors to the sale, pre exit personal financial planning and assembling a team of private client advisers post sale. Client then needed assistance with succession planning, Will writing and structuring from tax and legal experts.
Lifestyle
Partner at a wealth management firm wished to secure tickets to Wimbledon on finals day. Within one hour we had four connections who could offer this.
Frequently Asked Questions
I am a business owner, how can you help me?
If you are growing, scaling or exiting, you need specialised and trusted pre and post sale financial planning, plus wealth management. Family financial education, appointing trusted advisers pre and post-sale, plus connecting you with other business owners who have been there before.
I have come into wealth, how can you help me?
Our advisors only look to your best interests. We have helped National Lottery winners, young sports stars and those who have sold businesses. Coming suddenly into wealth can be daunting and often difficult to navigate. Get in touch and we will ensure you are looked after by the right advisers from the outset.
What is a family office?
Traditionally a Family Office is an organisation which primarily looks after the financial and lifestyle requirements of high net worth families, typically this involves employing full time advisers at significant cost.
Business owners and high net worth families often require the same type of specialist advisers, but without the requirement to employ them full time. NXD Family Office fills this gap having created a network of vetted partners and consultants with these skills.
What is a private client?
Private Client is a term used in the finance industry to describe wealthy individuals, who have significant assets and/or high incomes. They often have complex or niche requirements, which require specialised advice and guidance over most aspects of their finances and lifestyle.
How do you get remunerated?
We operate on a fee share basis with our partners and there is zero increase to your overall cost. A partner will charge you their standard fee and a percentage of this is paid back to NXD Family Office. There is no uplift or referral element to the fee charged.
What sectors do you cover?
We cover a vast array of sectors including property, business advisory, wealth management, private banking, tax, legal, personal and home security, travel, education, philanthropy & events.
What is your typical client?
There is no typical client as such, we can help anyone with established or new found wealth, e.g entrepreneurs, lottery winners, sports personalities.
To qualify for wealth management services, there is a minimum requirement of £1m investable assets – i.e. you need to be able to invest at least £1m with an institution (not your personal net worth).
Would I be able to use as and when I like?
Of course, we are happy that you work with us when and how it would suit you whether that’s just attending events, philanthropy, wealth management or anything in between.
To qualify for wealth management services, there is a minimum requirement of £1m investable assets – i.e. you need to be able to invest at least £1m with an institution (not your personal net worth).
What if I already have existing providers for certain aspects of my wealth?
That is fine – we are more than happy to work with you in a way that suits your own personal circumstances – that’s what we are all about!
If you have any partners that you believe would add value to our Family Office business, feel free to speak to your VIP contact and they will look at this in more detail – we are on a journey to curate the finest selection of partners globally and much of that comes via personal recommendations.
To qualify for wealth management services, there is a minimum requirement of £1m investable assets – i.e. you need to be able to invest at least £1m with an institution (not your personal net worth).