Family Office Services
Succession Management
Likewise, our family office can enhance the estate planning process thanks to its complete knowledge of your family and its objectives, acting as an intermediary between your family and estate planning attorneys. The best asset for each particular estate-planning vehicle can be selected effectively, since the family office manages all of the liquid and illiquid assets of the family.

We at Diligent also pride ourselves on offering a succession management service that delivers precisely the high level of care we ourselves would want for our loved ones. Whether you wish to organise your succession in the most effective manner or structure your assets and make them safe for your family and close relatives, you need to be confident that your decisions will be implemented fully and successfully. Diligent helps you achieve this by providing independent trustees with the experience and integrity to guide the course of your succession sensitively and effectively.

We understand that a smooth succession may also require an experienced hand to take care of the day-to-day needs of your company. This can include the payment of invoices, administrative formalities and book-keeping, as well as reviewing the fees and conditions of your service providers, including banks and insurance companies, to ensure your family continue to benefit from the best offers available.

Diligent consequently offers a full array of such services to complement our core trustee services, ensuring you can enjoy complete peace of mind that the delicate moments of transition will be managed expertly with all due care and attention to detail.
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