Family Office Services

Fulcrum offers a complete range of bespoke family office services that focus solely on your individual needs, and those of your family.

A full range of services, under one roof

Our team of specialists can provide you with the essential elements you need to compose a secure and robust financial strategy – everything from legal, fiduciary and real estate to investment, tax and wealth services.

Of course, our partners have been hand-picked strategically, but our relationships are built on trust; underpinned by experience, long-held reputation, and the ability to deliver consistently and reliably.

These tried and trusted relationships ensure that all your needs are met, and can be adapted to meet the ever-changing needs of today’s fast-paced, multi-cultured lifestyles.

Please get in touch to find out more about how Fulcrum could benefit you and your family.

Private Banking

Allow us to ease the administrative burden of your personal or corporate banking with our global private banking service.

Our expert team has extensive experience, coupled with an in-depth understanding of the banking needs of individuals and families. In addition, our close relationship with all the major and boutique banks enables us to take care of all your banking requirements, including:

  • Advising you on the right bank for your needs
  • Account opening
  • Payment services
  • Investment management
  • Lending

Please get in touch to find out more about how our bespoke private banking service can benefit you.

Real Estate Services

We offer a personal concierge service for both private and corporate clients and can assist you with all aspects of property management.

When you find your perfect property, be it residential, Buy-to-Let or commercial, our experienced team will support you in the buying and selling process with their expertise and appropriate contacts.

Global citizens with UK property can also rely on our team for support: from finding the perfect property to maintaining it to the highest standard. Our specialist team can relieve you of the ongoing responsibilities that accompany property ownership; even down to general maintenance, such as fixing boilers and attending to alarms.

At Fulcrum, we understand the importance of having an experienced real estate team, a suitable agent, procedures in place, and the assistance you need to monitor your real estate activity.


Our core service is to provide independent directors, managing members, general partners and trustee services to investment funds, partnerships, private companies and structured finance vehicles established worldwide.

Through our independent fiduciary services, we provide a range of complementary service lines that support our core platform, including:

  • Incorporation & corporate services
  • Voluntary liquidation services
  • The preparation of accounts
  • Company secretarial
  • Board support services

Wealth Management

Successful wealth management is about delivering to your personal objectives; supporting you and your family through all the various stages in life.

By listening to, and fully understanding, your needs we can provide you with joined-up advice that incorporates our broad range of professional services.

We’ll support you through each of the phases of wealth management:

  • The creation of wealth
  • Maintenance and growth
  • Protection for the anticipated and the unexpected
  • Transfer through generations

Regardless of which phase you’re in, our specialists can help you achieve the important balance between the various disciplines: banking, legal, real estate, fiduciary, investment management and tax.

Our expertise in managing this fusion of services on a domestic and international basis enables us to provide you with secure and robust financial strategies to help you achieve your goals.

Investment Management

Our approach is to always gain a thorough understanding of our clients and their lifestyles, goals and objectives, as well as their appetite towards risk.

We offer personalised solutions and take pride in the strong, long-term relationships we enjoy with our clients and their families. Advice will vary from one person to another, depending on their risk profile, timeframes, jurisdictions and needs; ours is a truly bespoke offering.

Through our extensive partnerships, we provide both Advisory and Discretionary Investment Management. Or if you prefer a completely personalised approach, we also offer external asset management: a solution that enables you to hold the custody across multiple banks, so there’s no need to move your assets from your bank.


Managing and planning your family’s tax affairs is a key aspect of your overall financial strategy, so obtaining sound UK and international tax advice is essential. We understand the importance of integrating tax guidance with the core financial elements of your life: moving house, buying property, global investments or setting up a business.

Our team has considerable expertise in identifying areas where your tax liability may be minimised, and recognising potential opportunities within your personal or corporate affairs to make tax improvements.

Frequent changes to tax legislation and onerous reporting requirements dictate that your tax affairs are meticulous. We keep abreast of these changes and remove a time-consuming burden from your shoulders by managing all aspects of your personal or corporate tax.

We specialise in UK tax planning, but we also have connections with most international jurisdictions, which enables us to provide you with joined-up advice.