Overview

Jer O'Mahony
Partner, Family Office

What is it?

The Family Office at Killik & Co was first established in 2012 to offer an entirely individual service that goes beyond simply attending to the management of our client’s investments, by offering a truly uncompromising, personal lifestyle management service that covers property, investments, banking, art and other collectable asset classes – to name but a few.

Why Killik & Co?

Working alongside the investment professionals throughout Killik & Co, we take responsibility for safeguarding clients investments, whilst also looking after the wider aspects of our clients’ lives. Think of us as both your personal and financial asset managers.

Beginning with a detailed understanding of every one of our clients’ objectives and requirements, we are able to take responsibility for a multitude of different tasks on their behalf. From supporting clients through separations, to assisting with school selection, valuing jewellery or art collections, as well as sourcing insurance and looking after multi-jurisdictional personal tax affairs. Our property management service looks after everything from the mundane, such as the paying of household bills, all the way to the sourcing or disposal of property anywhere in the world. The common theme is that we are able to make things happen.

Via our extensive professional network, the Family Office is able to cater for all manner of lifestyle requirements, such as the appointment of solicitors and accountants through to the securing of club memberships and other concierge fulfilments.

Who is it right for?

Clients of the Family Office are likely to be cash rich, time poor individuals, or they may simply have no experience or interest in financial matters. The common thread is that they require their assets to be managed according to their individual needs so they, in turn, are free to focus on the more important things in life, secure in the knowledge that their affairs are in order.

Get in touch

If you would like to discuss any aspect of the Family Office or their unique services, please contact Jer O’Mahony, Head of the Family Office directly on 020 7337 0664 who would be delighted to help.

To find out more about our Family Office, please contact your nearest branch or our Head Office on info@killik.com or 020 7337 0777.