Our global reach offers high net worth and highly mobile individuals and their families access to specialist expertise throughout the UK, Europe, North America, South America and elsewhere.
A team of trusted advisors throughout the world – your one point of contact
From managing real estate and other investments in various locations worldwide to advice on how to structure the ownership of these assets in the best way possible to legally minimise taxes, our Global Family Office specialists can help maintain and protect a family’s assets against corrupt regimes, taxation authorities and the dissipation of assets by family members.
Helping you preserve your family wealth across generations
We understand that every family is different and so we pride ourselves in offering a truly personalised service to serve the entire family’s financial affairs, wherever in the world you need it.
Specialist expertise in family wealth management and protection
Our Global Family Office team of advisors helps family offices with a whole range of support and advice, providing specialist services from family governance, trust and corporate services, asset holding, tax planning, wealth management and wealth planning to charity and philanthropy.
Support with relocation and other associated services
The availability of specialist expertise in the various areas of accountancy across our global network means we can also assist with relocation and other associated services; for example, immigration advice, day-to-day accounting, property and staff management - including the provision of payroll - and support with family needs, such as finding school places, paying school fees and communicating with local professionals and other family office advisors across our global accounting network.
MGI Worldwide team of Global Family Office Specialists deal with Family Office matters on a daily basis, share knowledge and best practices in their local country and around the world.
Meet our global team of Family Office specialists
Our Global Family Office Specialists can help preserve family wealth across generations - wherever in the world you need it.
For more information and to be connected to the relevant specialist, please contact Nicki Lynn at [email protected].
Click on profile image to read more about their professional experience.
Jonathan Farrow
Qualifications, training and accreditation
- FCA Institute of Chartered Accountants in England and Wales
- BA in French and German
Past and Present Positions
- Partner with MGI Midgley Snelling for 20 years
- Company secretary and coordinator of MGI Worldwide for 15 years
Principal professional specialisms
- Advising high net worth individuals and their families on structures to maintain the family wealth across the generations
- Tax advice for UK resident non-domiciles
- Overseas trust and company structures to minimise tax liabilities for clients and their businesses
Significant practical experiences
- Long term family office relationships with wealthy families from Russia, South Africa, Central and Eastern Europe and the Middle East
- Email:
- [email protected]
- Phone:
- +44 1932 853393
Dario Galloni
Qualifications, training and accreditation
- 2003: University degree in Economics at Università degli Studi di Milano Bicocca
- 2006: Master’s degree in Business Administration at Università degli Studi di Milano Bicocca
- Since 2010, affiliate of the Italian Institute of the Chartered Accountants, Section A
- Since 2011, public auditor listed in the Italian Register of Auditors
Past and Present Positions
I joined MGI De Leone-Triunfo-Galloni & Associati Chartered Accountants in 2006 and became Partner in 2010.
I am a member of the Board of Auditors of Italian companies.
I act as Liquidator of Italian companies (appointed by shareholders).
Principal professional specialisms
- Tax-planning
- Tax consultancy for foreign investors
- International tax
- Companies start-ups
- Due diligence
Significant practical experiences
Extensive experience in assisting high net worth individuals willing to move to Italy, with deep analysis of the fiscal implications of the relocation and advice on how to structure assets ownership.
Day to day support to all the family members with reference to their needs, such as property management, rent contracts, utilities, liaison with banks and investment advisors, etc.
Vast experience in supporting foreign companies intending to open a representative office, branch or subsidiary in Italy.
Immigration: extensive experience in obtaining permits-of-stay for non-EU company directors, country managers and employees with their families.
- Email:
- [email protected]
- Phone:
- +39 0286 915 834
Paul Correa
Qualifications, training and accreditation
- MA Enterprise Management with Distinction – Durham University Business School
- BSc (Hons) Financial Services – University of Manchester Science & Technology
- Associate of Chartered Institute of Bankers (UK)
- Fellow of the Chartered Management Institute (UK)
- Post Graduate Diploma in Strategic Management – DUBS
- Diploma in Management – Institute of Management (UK)
Past and Present Positions
- Managing Partner Fiduciary Wealth Management +12 Years
- Senior Private Banking & Wealth Management Role 15 Years
- Inland Revenue 6 Years
Principal professional specialisms
- Advising high net worth individuals and their families on Relocation
- Advising high net worth individuals on wealth planning - succession and estate planning
- Expertise in cross border financial and tax planning advice to individuals, companies and trusts
- Specializing in the structuring and management of investment portfolios
- Independent asset risk management (investment oversight) services to family offices with large investment mandates placed with banks and discretionary fund managers
Significant practical experiences
- Providing Ad hoc special services to Family offices and wealthy families in Europe.
- Email:
- [email protected]
- Phone:
- +350 200 50982
Frank Fazzari
Qualifications, training and accreditation
- Public accountant for over 35 years
- Managing partner of a firm with other 35 people
- Awarded fellowship; the highest designation that the institute confers. Recognition of exceptional achievements and service
- Obtained Certified Fraud Examiners designation 2011
- Expert witness in court proceeds regarding accounting and forensic matters
Past and Present Positions
- Former Board member, and Chair of Finance, Humber River Hospital – over $1.0b in assets, revenues over $500m
- Former Chair, Humber River Hospital Foundation
- Former Chair of Finance for HRHF, responsible for overseeing management of various donor Funds
- Chair Advisory Board, Niagara University Vaughan, Ontario
- Founding Member, Mayor Maurizio Bevilacqua Scholarship Fund
- Former Board Member for the Vaughan International Commercialization Centre
- Former Vice Chair of Small Practices Committee of CPA Ontario
Principle professional specialisms
- Advisor to various Private Enterprises and their Entrepreneurial owners
- Assisted and participated with growing Private Enterprises
- Part of family office of very well-known Toronto family with high net worth
- Lead advisor for sale and purchase of various entities
- Former trustee responsible for all the assets in a blind trust for a politician
- Testified as expert witness in accounting and fraud matters
- Email:
- [email protected]
- Phone:
- +1 905 695 9830