Services

Family office services

Comprehensive asset management

Coordinating and administrating all aspects of a family's assets and financial affairs.

Philanthropic advisory

Assisting with the establishment and management of charitable foundations and philanthropic endeavours.

Lifestyle management

Handling non-financial matters such as property management, concierge services, and travel arrangements.

Why Reckon?

We prioritise the unique needs and goals of each family, offering personalised services tailored to your specific requirements. Our client-centric approach ensures that your best interests are always at the forefront of our actions and decisions.

Who is it for?

·      High-Net-Worth Individuals & Families

FAQ

How do you support charitable giving and social impact initiatives?
Do you provide legal advisory services?
Can you help with succession planning and intergenerational wealth transfer?
Why should I choose a family office service over managing my affairs independently?
What are family office services?

Let's work together

Leave your details, and one of our team members will be in touch to discuss how we can help.

We respect your privacy. We will never sell or provide your data to third parties.

Thank you! One of our team will be in touch.
Oops! Something went wrong while submitting the form.

Insights & guides

Whether you're looking to understand complex tax regulations, explore investment strategies, or stay ahead of industry developments, our expertly curated content ensures you have the knowledge you need to navigate the financial landscape with confidence.

Press Release
Reckon Financial Services appoints Ivan Murphy as Finance Director

Reckon Financial Services appoints Ivan Murphy as Finance Director, driving growth, tech, and client-focused innovation.

Read

Article
Reckon Financial Services partners with British Polo Day Abu Dhabi 2024

Reckon Financial Services partners with British Polo Day Abu Dhabi, celebrating its 10th anniversary on Dec 14, 2024, at Ghantoot Polo Club.

Read

Article
3 efficiency drains that cost companies millions

There’s not a company on earth that doesn’t want to be more efficient, so why do so many businesses waste time and money on slow processes?

Read

Services & support

Accountancy

We offer comprehensive financial management and strategic advice to enhance business performance.

Learn more

Corporate financial services

Corporate Financial services include company formation and administration, as well as fiduciary services, ensuring efficient and compliant business operations.

Learn more

Family office services

Family Office Services provide holistic support, including asset management, philanthropic advisory, and lifestyle management, to preserve and enhance family wealth.

Learn more

Tax planning & advisory

Tax planning and advisory services offer strategies in international tax planning, personal and corporate tax advisory to optimise financial efficiency.

Learn more

Wealth management

Wealth management encompasses comprehensive financial services, including estate planning and retirement planning, to secure and grow your assets.

Learn more

Find us

Elizabeth House, 3rd Floor, 9 Castle Street, St Helier, JE2 3BT

Stay in the loop

Join our newsletter for financial tips, industry news, and expert guidance.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.


Reckon Financial Services Limited is regulated by the Jersey Financial Services Commission as a Trust Company Business
‍
Copyright © 2024 Reckon Financial Services Ltd.
All Rights Reserved.