When wealth is spread across entities, advisers, and jurisdictions, the difference between “managed” and “under control” is the operating layer. Family Office Services from Servcorp are built for families who want disciplined coordination, tight administration, and reporting they can rely on - without expanding headcount.

We work alongside your existing advisers and make the machine run: actions owned, documents organised, approvals tracked, and outputs delivered on schedule. From family office administration services to consolidated reporting services and practical family governance services, the focus stays on execution and oversight, handled with the discretion and standards you’d expect in a premium environment.

  • Dedicated receptionists
  • Secretarial and in-house IT support
  • Super fast & secure Wi-Fi
  • Meeting rooms & boardroom access

 

Learn More about MFO Services

Servcorp Workspace Solutions For Private Wealth Operations

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    Serviced Office

    Serviced offices are best when you need a dedicated private office and predictable support for day-to-day execution.

    Typical fit:

    • A private office with a professional environment for sensitive work
    • On-site reception and client-facing handling that matches a premium profile
    • Administrative support for document preparation and meeting logistics
    • Meeting space access for reviews, sign-offs, and visiting stakeholders

     

    For families running a lean internal team, this can operate as the “base” for family office administration services, with a stable service standard and the discretion expected at this level.

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    Premium Virtual Office

    Best when you want a premium presence and dependable handling, without occupying a permanent space.

    Typical fit:

    • A business address for correspondence and formal documents
    • Mail handling routines, including forwarding and scanning where required
    • Professional call answering and message management
    • Access to meeting rooms when you need face-to-face time with advisers or stakeholders

     

    This option is often used alongside outsourced family office services, especially where admin and communications need to stay consistent while the specialist work remains with appointed advisers.

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What Our Family Office Services Provide

Families don’t usually need another adviser. They need a reliable operating layer that keeps admin clean, schedules tight, and day-to-day requests handled with discretion. Servcorp supports the practical side of family office operations with high-standard administration, communications handling, and executive support, so your advisers can focus on specialist work and your internal stakeholders aren’t pulled into avoidable follow-ups.

Typical scope includes:

  • Reception and call handling in your business name, with professional message management
  • Mail handling and document control, including scanning, forwarding, and secure records routines
  • Meeting and calendar coordination for principals and key stakeholders
  • Executive admin support for correspondence, formatting, and document preparation
  • Secretarial-style operational support for day-to-day requests and workflow follow-through
  • Office and workspace access when you need a premium setting for meetings, reviews, or visiting family members

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Powerful CBD Address
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Mail Forwarding
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Local Phone Number
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Phone Handling
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Dedicated Receptionist
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Secretarial Support
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In-house IT Support
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Meeting Rooms

Leave the Admin to Servcorp

Servcorp focuses on the operating layer: administration, communications, and the support routines that keep everything moving. Specialist work stays with your chosen professionals.

In practice, this means:

  • Owned by Servcorp: reception coverage, admin execution, document handling routines, meeting logistics, action follow-ups, consistent day-to-day support
  • Handled by your advisers: tax, legal, investment decisions, structuring, regulated services, and any formal filings

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Operating Models

The right setup depends on how much complexity you carry and how much execution you want to keep in-house. Most families aim for the same outcome: consistent administration, clear accountability, and predictable reporting, without building a large internal structure.

  • Single vs Multi-Family Office

    A single-family setup is typically higher-touch and tailored around one family’s priorities. It can suit families with a steady volume of work and a strong preference for dedicated resources.

    Multi-family office services can work well when you want access to established processes and a wider bench of support, while keeping the specialist advisory work with your appointed firms.

  • In-house vs Outsourced/Virtual

    An in-house model gives direct control, but it also creates hiring and continuity risk. If a key person leaves, the operating rhythm can slip quickly.

    Outsourced family office services and virtual family office services reduce that single-point dependency. You get stable coverage for reception, administration, meeting logistics, and document handling, backed by professional standards and a brand that understands discretion. 

Explore Family Office Costs

What To Look For In A Provider

Services For Outsourced Family Offices

 

Families tend to group support into a few practical lanes. The goal is simple: keep information organised, keep stakeholders aligned, and keep execution consistent. This is where family office management services and virtual family office services often overlap, because the value comes from dependable operating discipline and a trusted team that handles details properly.

  • Investment oversight support

    Servcorp does not provide investment advice or make investment decisions. What we do provide is the operational support that keeps oversight professional and repeatable.

     

    Typical support includes meeting coordination for your investment advisers, preparation of agendas and meeting packs, note-taking and action logs, and follow-through so approvals, requests, and next steps do not drift. For wealth management for virtual family offices, this reduces admin load while keeping accountability clear across stakeholders.

    Learn More about VFOs
  • Administration + Reporting

    This is where most families feel the day-to-day friction, and where strong execution is most visible. Servcorp supports family office administration services with a premium front-of-house experience, disciplined document handling, and reliable administrative coverage.

     

    You can standardise reporting and consolidated reporting services by setting a cadence and format, then having our team help keep inputs organised and outputs consistent. The result is less chasing, fewer loose ends, and a smoother operating rhythm that supports trust and discretion.

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Your Next Steps to Wealth Management

Your Next Steps to Wealth Management

Use this as a short, practical screen before you engage a provider or extend your business scope.

 

  • Confirm what sits with you, what sits with advisers, and what sits with the operating layer
  • List the recurring tasks you want handled (reception, mail, meeting logistics, document prep, follow-ups)
  • Define confidentiality requirements and access rules for documents and communications
  • Set service levels: response times, escalation path, and who approves sensitive actions
  • Agree the reporting format you want and how inputs will be collected and controlled
  • Decide your fee structure and what triggers additional charges
  • Validate continuity: who covers when your main contact is unavailable
  • Check fit for premium client handling, including meeting space standards and visitor experience

 

If you want to move quickly, start with a narrow scope and one cadence. Servcorp can then scale the support layer as your needs become more complex, while keeping execution consistent and professional.

Frequently Asked Questions

Yes. Servcorp can support the operating layer with reception, admin coverage, mail handling, meeting coordination, and professional space access, while your appointed advisers keep ownership of specialist work.

No. Servcorp does not provide investment management. We support the administration, communications, meeting logistics, and document handling that sit around your existing advisers.

Yes. We support the practical work that keeps information organised and actions followed through, which helps principals stay across decisions without being pulled into admin noise tied to family wealth.

Yes. Many clients use Servcorp support to keep communications, document preparation, and meeting logistics consistent across entities connected to a family business.

Traditional family offices often bundle advice and internal staffing. Servcorp focuses on the execution layer we can credibly own: front-of-house, administration, document routines, and premium office support, while advice stays with your chosen professionals.

Yes. While we don’t advise on strategy, we can help reduce operational gaps through consistent handling, clear access routines, reliable coverage, and documented follow-through that supports day-to-day risk management.