Can my wealth work in all the ways I want it to?

From family issues to wealth transfer, asset protection and location to business succession planning – this is your family office – focused on helping you recognise the past, inform the present and protect the future.

What is a family office?

The roots of family offices can be traced back to the sixth century – to king’s stewards responsible for managing the regal wealth; who over time widened their stewardship to include the aristocracy.

The modern concept of a family office was developed in the 19th century by J.P. Morgan and the Rockefeller family who developed family-owned organisations to manage both their private wealth and family affairs. Over time, as experience and expertise grew, offices opened up their services to other non-related families, evolving from single family offices into multi-family offices.

Built by the Scott family to serve their wealth and the wealth of families like yours, Sandaire is the truest form of a multi-family office, bringing real understanding, deep knowledge and generations of first-hand experience to your family’s unique needs.

Our Family Office team acts as the central hub for your family’s finances, coordinating internally and externally to deliver the synchronised outcomes and financial picture you require. Through our Investment Office, Real Estate, Corporate Finance and Private Equity teams we can deliver the multi-disciplinary advice your need, while keeping your interests at the heart of our service.

“My great-grandfather became a pioneer when he founded Provincial Insurance. It makes me very proud that, a century later, I’ve had the opportunity to lead this respected, family-owned business that remains true to his values.”

Alex Scott

Founder

Why consider a family office?

Our approach has been developed to preserve and enhance your wealth while ensuring it benefits the people and the causes you care about. There are many reasons why setting up a family office could be the right route for your family. Here’s a non-exhaustive list of benefits to consider:

Consolidation

By consolidating your financial, fiduciary and family affairs, you’ll gain greater control, reduce complexity and lower costs.

Alignment

Aligning your family’s values, investment strategy, philanthropic aspirations and future ambitions ensures a clear, united purpose.

Governance

Establishing policies and procedures to deal with the complexities of your family’s wealth transparently will help you avoid future conflicts.

Privacy

A dedicated family office provides the best protection for the family’s privacy and security of financial information.

Education

Helping to nurture your family’s human capital by informing the current custodians and readying the next generation.

Customisation

A complete service – from asset allocation and impact investing, to the educational needs of your family office – developed with your family, for your family.

Access

Benefit from a broad adviser network and pooled assets delivering economies of scale that unlock preferential deal access and products.

Freedom

Take the burden of managing the day-to-day from your desk. Have your administration handled efficiently, expertly and without fuss.

Choosing your family office.

It takes the broadest suite of services to realise your family office requirements.

What matters to you, matters to us.

With wealth comes choice. And with choice comes uncertainty. Especially when it comes to your family’s specific wealth needs, that we understand are challenging, complex and highly personal. To help you untangle your specific requirements and provide a clear route to the right solution, ask yourself this simple question:

Can my wealth work in all the ways I want it to?

To map out and meet the requirements of that question, without constraint or compromise, we believe it takes two key attributes – real understanding and first-hand experience.

Real understanding

Real understanding expertly addresses every aspect of a family’s affairs. Unfettered and independent, Sandaire draws on in-house expertise and an extensive advisor network to deliver:

  • Best-in-class planning, governance, advisory and strategy services that adapts to your specific requirements – from asset allocation to succession planning and from impact investing to real estate.
  • A positive impact on your family and its future legacy – understanding prosperity is made of more than wealth, we work with you and your family to realise hopes and dreams, passions and partnerships throughout your wealth journey.

First-hand experience

Sandaire’s unique heritage and journey from a single family office to multi-family operation will provide you with a deeper connection through:

  • Tailored family office services constructed over time to meet the needs of its own family and the families it now successfully serves.
  • The insight to anticipate your needs, spot opportunities and mitigate challenges, in line with what is known to be important to you and your family.
  • A discreet environment in which to ask questions and explore your available options with specialist experts who directly understand the complexities and sensitivities of managing family wealth.