Family Office Advisory

Make decisions you’ll love to live with.

Family Office Advisory

Enhance your legacy

Supporting wealth owners, family offices, and foundations in achieving their goals requires a broad depth of experience, as well as a range of specialist resources. The Delfin team leverages its combined expertise to ensure that our clients feel in control of their wealth, not burdened by it.

We have the privilege of working alongside clients as their trusted advisers. They earn this trust by drawing upon their expertise and experiences, having previously run family offices, investment funds, and family businesses. This multi-faceted insight adds another layer of wisdom and pragmatism that goes beyond the norm, yielding results that build powerful legacies and protect wealth.

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Our family office advisory services

Family office target operating model design

  • Collaborate with you to design the target operating model for your family office
  • Build processes, systems, and structures to meet your objectives
  • Address key areas such as core functions, governance, risk management, and technology
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Family office review & relocation

  • Design governance framework and review family office jurisdiction options
  • Responsible for pre-arrival planning and establishment of the family office
  • Source, negotiate, and introduce professional advisers, engaging with key stakeholders such as government bodies
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Family governance support

  • Co-create and review family charters & other key documents 
  • Facilitate family retreats
  • Design personalised development plans
  • Establish a structured approach to managing family affairs
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Family education plan

  • Offer an extensive, interactive education program for young adults
  • Tailor the program to each individual’s pace and stage of learning
  • Equip next-generation family members with the knowledge to be responsible stewards of wealth and ambassadors for their family values
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Philanthropy advice

  • Define your responsible investing strategy and implement it in practice
  • Help construct your charitable giving vehicle
  • Define impact and integrate philanthropy into your family’s legacy planning
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Technology search and deployment

  • A family office requires robust technology, and we will find the right tool for you
  • Conduct a bespoke technology solution search
  • Assist with deployment and provide ongoing review
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Would you like support with your family office?

    © Delfin Private Office 2025

    Delfin Private Office International Limited (FRN:1004964) is an appointed representative of Thornbridge Investment Management LLP (FRN:713859) which is authorised and regulated by the Financial Conduct Authority. Registered address: Floor 2, 25 Bury Street, London, SW1Y 6AL