Family Office

WD Numeric Corporate Services Ltd. extends its accounting services to provide investment accounting, payroll and day-to-day accounting services to high-net-worth families as well as their private charitable foundations. Also, we can work with your Tax Lawyers, Bankers, Chartered Accountants and Investment Advisors to assist with:

  • Family office style oversight and administration of your investment affairs,
  • Anticipating and responding to international legal and tax landscapes that impact the way our clients manage and protect their assets,
  • Asset allocation reviews, objective research and evaluations of investment advisors with institutional insight to assist with fee negotiations,
  • Please see Platinum Accounting Service for further detail by clicking here