Family Office

Time is your most valuable asset and with that in mind Eightfold has developed its Family Office Concierge service to provide you and your family with a first-class executive manager of confidential personal, family and business affairs.

Your trusted family adviser and caretaker

The Eightfold client relationship is that of a “trusted adviser” there to give you piece of mind that your family affairs are in strong hands. We respect confidentiality to the upmost and are motivated by achieving the best outcomes for our clients through working with specialists that will help you manage and grow your family wealth.

Eightfold was founded by bankers to take the work of dealing with banks away from our clients. Today we’ve expanded our range of concierge services the include the following areas:

  • Family Home – Our team works closely with property and can source property for purchase, manage the sales due diligence process, organise projects and trades people and project manage contractors to bring your home vision to life.
  • Property – From complete project management through to acting as the registered key holder, we’ll also manage insurances, rates and security and check on your property whilst you’re away on business or holiday.
  • Tenancy – Managing the details of tenancy agreements and assisting with tenant selection.
  • Insurance – Managing all your insurances and the review and continuity of policies.
  • Business – Legal support, administrative back-up and executive assistant services.
  • Tax – Ensuring your tax requirements are met for your personal tax returns; both national and international.
  • Employment – Overseeing tradesmen and contractors, as well as any domestic staff, whilst managing employment status and contracts.
  • Documentation – Preparing confidentiality agreements and signatures.
  • Investment – We’ll also assist with finding businesses and property to invest in and will connect you with any experts needed to realise the investment.
  • Lifestyle – Managing all travel arrangement and family and business events.
  • Family – Arranging the education and immigration needs of the family.

No one family is the same, so our Family Office Concierge has been developed through listening to our client’s insights. We spend time with you to understand your requirements to create a service that is unique to you and your family.

Ask about our family office concierge service today. Contact our Head of Family Office services on helen@eightfold.co.nz.


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