Family Office

DFK Benjamin King Money and BKM Wealth provide a full suite of support services for your Family Office. We help your family transfer established wealth across generations and take the ‘money questions’ out of your family relationships.

Managing family wealth isn’t just about the numbers, it’s about protecting what matters most and making sure your legacy is built to last.

At DFK Benjamin King Money, we offer Family Office services that take the complexity out of managing wealth across generations.

We help you bring everything together – financial, tax, and strategic planning – so your family stays aligned and confident about the road ahead.

We’re more than just advisors. We’re partners who take the time to understand your family, your values, and what you want to achieve, both now and in the future.

How We Help With Family Office Services?

Our Family Office support is personal, flexible, and tailored to your needs. Whether you’re building a long-term plan or just need help getting organised, we’re here to simplify the process.

Wealth Structuring & Protection: We collaborate with your legal and investment advisors to put the right structures in place, protecting your assets while keeping things efficient and tax-smart.
Investment Oversight: We don’t just manage investments, but we also help you stay informed. From tracking performance to aligning your portfolio with your goals, we make sure you’re seeing the full picture.
Tax Advisory & Compliance: We handle the details so you don’t have to, keeping your family and business affairs compliant, effective, and ready for whatever comes next.
Succession Planning: Planning for the next generation is never one-size-fits-all. We help you build a thoughtful, practical roadmap for transferring wealth the right way.
Family Governance & Education: Keeping everyone on the same page matters. We support families with decision-making frameworks, communication strategies, and next-generation education to help preserve wealth and relationships.

Why Us for Family Office Services?

Families choose DFK BKM because we listen first. We don’t push products or talk in circles, we give straightforward advice, backed by years of experience and a genuine interest in helping your family succeed.

And with access to the global DFK network, we’re also equipped to handle international assets and cross-border planning with ease.

Let’s Talk About What’s Next

If you’re looking for a team you can trust with the big picture, we’d love to start a conversation.

Reach out to book a confidential consultation with our Family Office team today.

We’re ready when you are.

Our Family Office services include

Family wealth advisory

Investment strategy
Structuring advice
Cash flow and debt strategy
Estate planning and generational change
Asset protection
Consolidated wealth reporting

Family treasury

Management of cash position
Structured finance
Wealth sourcing and negotiating institutional rates
Cash flow operations – bill payments

Family investment

Investment research and selection
Asset allocation
Risk monitoring
Investment committee

Family relationship management

Mentoring – leadership development
Generational issues
Co-ordinate work with other professional advisers
Regular scheduled meetings

Governance

Constitution
Compilation of Family Board
Family remuneration and entitlements
Family values and expectations

Social responsibility

Philanthropy
Link to family values
Ethical investments
Structures – charitable trusts versus charitable organisations

Risk management

Business insurance – Directors, Corporate, Travel, Property, Tax Audit, Landlord
Personal insurance – Life, TPD, Trauma, Income Protection, Key person
General insurance – Home, Contents, Motor Vehicle