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A family office can bring together tax advice, investment advice, secretarial support, accountancy and legal advice when needed. At Charles Stanley Pan Asset we are used to working with a variety of wealthy individuals, families and their offices. We can ensure that all the relevant documents and details connected with investment are sent to accountant or tax adviser or lawyers to ensure compliance.
We concentrate on the Big Picture, advising and managing money on the basis of decisions about whether you should be in shares or bonds or property or some combination. We usually buy low cost index tracking products to give families the exposure they need to the various asset classes. We believe risk should be carefully controlled, as it is so much easier losing money than making it. If you had been with us in 2008 we would have protected your money by advising you to remain mainly in cash. In 2009 we recommended buying shares and bonds and made good money for clients. In 2010 we have been more cautious and balanced. If you would like to know more about we do it, please get in touch. We know your family has worked hard to make its money and does not want to lose it. You also know that you need to take some measured risks if your cash is to grow, to provide an income and to protect you against inflation. We would like to help you seek to do that.
EXAMPLES OF INVESTMENT PERFORMANCE
Client M (Family)
Performance (Time Weighted Return, Net of Fees)
* 21/07/08 – 31/07/08