Family Office

How can I get professional and independent support to help me manage the complexity of my wealth and implement all my financial objectives?

At TFM will have developed a multi service family office offering that covering all aspects of your financial lives such as wealth planning, asset management, asset consolidations, asset performance monitoring, charity services, tax and legal services, trusteeship and risk management. These services are delivered by best in class subject matter experts to deliver a tailored and personalised solution. Other services may be added according to your personal needs.

We can also help manage your corporate (holding) structure and your private investment structure and assist in setting up wealth protection or other wealth planning structures.

Ultimately it is you who decides exactly how our family office services will serve you and your family. Privacy and safeguarding your assets are at the core of the services which we provide.

We would love an opportunity to have an informal chat with you, to hear your story and see if we can simplify your financial complexity and give you back the gift of time. Contact Frank on frank@trinityfinancial.ie or 01 908 1236 to discuss.