Family Office Services
A wider view of private wealth.
Investment management is only one part of private wealth. Personal assets, household arrangements, governance mandates and financial structures often require the same level of attention.
Leap Dock provides practical support across these areas. We work alongside appointed advisers and specialist providers, keeping information organised and responsibilities understood.
Family Office Support
- Consolidated reporting across accounts and structures
- Coordination with legal and tax advisers
- Cashflow oversight and payment administration
- Support during a business sale or liquidity event
- Review of ownership structures with appointed advisers
- Management of financial information and document flow
- Assistance with cross-border financial arrangements
- Support for family meetings where financial matters are being considered
Personal Assets And Lifestyle
- Art collection records and insurance reviews
- Acquisition support for significant personal assets
- Oversight of luxury property administration
- Liaison with specialist brokers and insurers
- Vehicle, aircraft or yacht-related administration
- Household budgeting and major expenditure review
- Coordination with household staff or external managers
- Travel and relocation logistics through specialist providers
Working With Advisers
Financial arrangements often involve lawyers, tax specialists, trustees, property professionals, art advisers and insurers. Leap Dock helps ensure that relevant information reaches the appropriate person. We keep a detailed record of instructions, timelines, expectations and financial implications without duplicating professional advice.
When Circumstances Change
A major life event can place new demands on private arrangements.
Leap Dock provides focused support through these periods. We keep the relevant workstreams in view and help clients move forward without unnecessary friction.
Case Studies
Family “M”
The M family had built their wealth through a long-established wholesale business. After a partial sale, they held new liquid assets alongside a growing collection of contemporary art and two homes in different jurisdictions.
Financial reporting was spread across private banks, trusts, company accounts, and several specialist advisers. There was no consolidated report of holdings, costs, storage solutions or forthcoming commitments.
Leap Dock organised the financial information and created a reporting framework. We also coordinated with the family’s art adviser and insurance broker to document the collection and review its insurance position.
The family now receives a more complete outlook of its affairs. They report that important asset decisions can be considered more easily alongside their broader financial position.
Principal “D”
Mrs. D was preparing to divide her time between London and a home overseas. The move involved property administration, investment arrangements, staffing requirements and several household contracts.
Leap Dock organised the flow of information between multiple advisers and established a timetable for outstanding decisions. We coordinated with the client’s property representative and insurance providers, ensuring that relevant costs and obligations were reflected in the wider cash position.
The move was completed on a timeline of three months, reduced from an expected seven, and with a clearer process for the ongoing management of personal arrangements.