Private Office
Modern, coordinated, and built for the client.
Private Office serves clients of Loyal North advisory firms with significant wealth or sophisticated planning needs — combining advanced financial planning, coordinated banking and credit, consolidated reporting with access to a curated network of specialist partners.
Who it’s for
Some clients reach a point where wealth achieves a real scale. Significant investible assets — often spread across multiple accounts, custodians, properties, business interests and jurisdictions — create coordination problems that a single adviser cannot solve alone. Tax, legal and estate considerations layer above investment decisions. Banking, lending and currency need to become substantive in their own right. Family members, advisers, lawyers, accountants and trustees all hold pieces of the picture, but no one holds the whole.
The Private Office is built for these clients. Its role is to coordinate — providing a single point of oversight across a layered financial life, working alongside the client’s existing Loyal North adviser, their wider professional team and curated panel of specialist partners and service providers.
What it covers
Tax planning, trust and estate structuring, intergenerational wealth planning, international and cross-border considerations, retirement and decumulation optimisation — delivered with the depth and specialist input that such situations require.
A single, holistic view of the client’s wealth across multiple accounts, custodians, asset classes and jurisdictions — including held-away accounts, property, business interests and alternative investments.
Working alongside the client’s banking relationships to coordinate lending, treasury, foreign exchange and credit solutions across the family balance sheet — including structured lending and property finance.
Access to select investment opportunities beyond standard portfolios — including private markets, co-investments, alternative strategies and specialist mandates — delivered through a disciplined diligence framework.
A carefully curated network of specialist partners across tax, legal, banking, philanthropy, lifestyle and family services — with pre-negotiated terms for clients.
Find out more
All initial discussions are confidential and exploratory.