Family Office

Everitt Lawson Group has a broad spectrum of clients; from ABC1 individuals and institutions to ultra-high net worth individuals and their families (UNHWs). For many of these UHNWs, management of wealth and the effective administration of investment portfolios is the equivalent of a full-time job. Our family office can lighten the load.

Relax, We’ve Got You

Some clients may inadvertently find themselves rendered liable to additional taxes by virtue of simply reinvesting profits from existing investments or by spending more time in one jurisdiction than they do in another.

The Everitt Lawson Group Family Office enables our clients to enjoy their lives safe in the knowledge that their wealth is not attracting undue attention from tax authorities as well as having the administrative challenges of managing payrolls, property taxes, invoice payments and even charitable donations handled by professional practitioners.

Highly Specialized Guidance

Our family office practitioners offer a highly personalized service that can act in many useful capacities including as an introducer to accountants, attorneys and other trusted professionals.

We are able to offer vital oversight in matters relating to real estate holdings; we can coordinate with attorneys on minor issues, provide oversight of tax compliance administration while helping clients to realize their goals in a structured and effective manner.

No matter the task with which they are charged, the family office will ensure that all the client’s needs are fully met while observing the stringent protocols on discretion we have put in place to protect their privacy.

Our Solutions

We offer a comprehensive suite of services to our esteemed clientele, each one flexible enough to be tailored to their exacting requirements.

Investment Management

There are two key ways in which we are able to represent our clients in the financial markets. Irrespective of which you choose, you can rest assured that Everitt Lawson Group will do its utmost to ensure that you receive the highest level of service and the best possible guidance.

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Financial Planning

For many, this is the most common driver for investment and for good reason. One's golden years should, indeed, be golden.

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Family Office

Everitt Lawson Group has a broad spectrum of clients; from ABC1 individuals and institutions to ultra-high net worth individuals and their families (UNHWs). For many of these UHNWs, management of wealth and the effective administration of investment portfolios is the equivalent of a full-time job. Our family office can lighten the load.

Read more