Family Office
Services
At Prager Metis, we act as your trusted family office to ensure that all family policies and decisions are enacted and maintained. We believe in transparency and communication in the appropriate manner with all family members. We also understand the need for privacy and are extremely aware of this in all our communications with you and your other team members.
Our goal is to become your most trusted adviser so that you feel comfortable coming to us as your first port of call for advice and counsel. With Prager Metis, you will deal continually and directly with the same partner and team, which promotes both trust and understanding and allows us to become fully integrated with your family group.
Our Services include:
- Bank and Credit Reconciliations
- Cash Flow Planning and Projections
- Compliance, Planning and Structuring to minimise tax liabilities
- Bill Payment and Cash Management
- Financial Report Preparation, Analysis and Review
- Succession and Estate Planning
- Working with your various other advisers to include your wealth managers, bankers, solicitors and, where appropriate, immigration advisers
- Payroll Administration
- Trust and Estate Administration and Planning
Service Leaders
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At Prager Metis, we believe our
people make the difference!
people make the difference!