Family Offices Services

Family offices' growth is fuelled by concentrated wealth and globalisation. Private family capital now exceeds private equity and venture capital combined, underscoring their significant role in the industry.

What can Gifted Professional Services do for you

At Gifted Professional Services, we recognise the intricacies that a family office structure will entail, and therefore we customise our approach to meet your unique needs. Gifted Professional Services are professionals experienced in helping preserve family values, maintaining affluence, and creating a lasting heritage for generations to come.

Our platform is designed to handle all administrative tasks including accounting, budgeting and expense tracking. In addition, we provide expert guidance on governance, private equity structuring, succession planning, wealth structuring, capital raising, and trust services.

We take care of your back-end needs, so you can concentrate on solidifying your family's vision.

Administration, accounting, and periodic NAV calculation 

As a specialist fund administration service provider, we understand the challenges our clients face in managing funds amidst evolving requirements and complex reporting duties. Our experienced teams have in-depth knowledge of various investment funds, and we offer comprehensive fund accounting and administration services. Our aim is to free our clients from back-office tasks so they can focus on portfolio management. Our services include:

Investor Services

We prioritise clear and timely communication with fund investors, ensuring a smooth and satisfactory service, and helping our clients build a reputable fund. Our investor relations team offers a full range of registrar, transfer agency, and investor relation services, which includes:

Middle-Back Office Services

Our middle office services are designed to support our clients' investment operations and include portfolio and risk management, trade processing and settlement, and compliance monitoring. With our experienced team and state-of-the-art technology, we can help our clients optimise their investment performance and manage risk more effectively. By partnering with us, our clients can free up in-house resources and focus on their primary investment objectives.

Tax Reporting Services

Amidst the surge of regulatory changes and investor demands, we acknowledge that prompt and precise reporting is crucial for all stakeholders. Thus, we fulfill our clients' reporting requirements by providing financial, regulatory, and tax reporting services.