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James Spence, a fee based financial advisor, Solving complaints to the Insurance Authority.  Helping with insurance, family protection, IHT tax planning, Savings and investments, and cost effective pension transfers.  Never worked for DeVere, Holborn, Guardian, Hoxton.
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  • Private Pension Funds
  • Discounted Gift Trusts
  • Contact us
  • Blog
  • About Me
  • Services 
    • WOL
    • PPLI
    • Keyman Insurance
    • Cross boarder Tax
    • Family Office Support
    • Investments
    • Other Services
  • Private Pension Funds
  • Discounted Gift Trusts
  • Contact us
  • Blog
  • About Me
  • Services 
    • WOL
    • PPLI
    • Keyman Insurance
    • Cross boarder Tax
    • Family Office Support
    • Investments
    • Other Services
  • Private Pension Funds
  • Discounted Gift Trusts
  • Contact us
  • Blog
  • About Me
  • Services 
    • WOL
    • PPLI
    • Keyman Insurance
    • Cross boarder Tax
    • Family Office Support
    • Investments
    • Other Services
  • Private Pension Funds
  • Discounted Gift Trusts
  • Contact us
  • Blog
  • About Me
  • Services 
    • WOL
    • PPLI
    • Keyman Insurance
    • Cross boarder Tax
    • Family Office Support
    • Investments
    • Other Services
  • Private Pension Funds
  • Discounted Gift Trusts
  • Contact us
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  • Family Office Support Services

    We understand that affluent families and ultra-high-net-worth individuals face unique complexities when it comes to managing multi-generational wealth, cross-border finances, governance structures, and long-term legacy planning. Our Family Office Support Services are designed to provide bespoke, coordinated, and strategic solutions that bring clarity, structure, and control to all aspects of your financial life.

    Whether you are aiming to establish a new family office, enhance the capabilities of an existing one, or outsource critical functions to seasoned experts, our tailored support ensures that your family’s vision, values, and goals are secure today and for generations to come.

  • What is Family Office Support?

    A family office serves as a centralised hub that organises, manages, and protects the financial and personal affairs of a wealthy family. It can be structured around investment oversight, tax optimisation, governance frameworks, succession planning, and reporting systems, plus lifestyle and administrative services that streamline daily management and promote long-term continuity.

    Family office support extends beyond simple asset management to include a suite of services that cover strategic planning, risk management, compliance, and concierge-style offerings that allow families to focus on what matters most - their legacy and quality of life.

    Why Families Engage Family Office Support Services

    For many families, the scale and complexity of financial affairs - especially when spanning multiple jurisdictions - can become overwhelming. Professional family office support services offer families:

    • Centralised coordination of tax, legal, investment, and administrative activities
    • Continuity in governance and succession planning across generations
    • Enhanced risk management and compliance frameworks
    • Access to expert advisory networks that replace fragmented adviser relationships
    • A structured approach to legacy, values, and financial stewardship

    Engaging expert support reduces uncertainty, improves decision outcomes, and allows families to maintain a cohesive vision for wealth transfer, philanthropy, lifestyle, and identity.

Contact

+971 50 496 7704

aya.pagnamitan@nebaprivateclients.com

Branch Location

Office 18, Abu Dhabi, United Arab Emirates

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