ArticleA Real Family Office

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A Real Family Office - header image featuring Paul Pui

The term Family Office holds significant meaning at Slomoi Immerman Partners.

Whilst the firm specialises in assisting high net worth clients with strategies to build and preserve family wealth, it is the relationships formed, mutual respect and common values that really make us proud to be a family office.

A Real Family Office

With over 30 years’ experience working with the team that now comprises Slomoi Immerman Partners, Paul Pui has earned family status.

Working in the family office team, Paul ensures the team provides high net worth families a holistic view of their financial affairs. He is dedicated to building strong relationships and prides himself on delivering a personalised Family Office service offering.

Paul refers to his long-time colleagues as his ‘SIP family’ and this year proudly welcomed his son Samuel, a Business and Accounting student, into the fold.

Welcome

From the outset, we take the time to understand the vision of our clients. Being accountable for building and preserving intergenerational family wealth is a responsibility we take seriously, and we tailor a bespoke Family Office service to suit each client.

Depending on requirements this can cover the following areas:

  • Structuring
  • Proactive advisory services
  • Bookkeeping and administrative support
  • Assistance with all aspects of Taxation
  • Transaction support and due diligence
  • Estate Planning
  • Family Governance
  • Philanthropy

 

Future focused

Using a range of secure cloud-based software platforms, we work with our clients to create an automated and fully integrated administrative and reporting solution. Clients can have as much or as little involvement as they choose.

Trust in us

This year every business faced significant challenges. For our firm we have been able to maintain a high level of service and help clients navigate through the uncertain conditions whilst working remotely.  This has made a positive impact on our clients.

Join our family

At Slomoi Immerman Partners we model the long-lasting relationships we build with our clients, on the relationships we have in our office – steadfast commitment, mutual respect, and supportive engagement. Our entire approach to our work is personal.

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