Family Office Clients
Templeton supports family offices and ultra-high-net-worth individuals with clarity, discretion, and integrated insight. With over 30 years of experience, we provide independent guidance across tax strategy, estate planning, entity oversight, and multigenerational governance. Our approach simplifies complexity, strengthens alignment among stakeholders, and protects legacy with long-view precision.
Purposeful Advisory, Personalised Stewardship
We act as a central partner for families navigating complexity across wealth, relationships, and time. Whether you need full-spectrum office management or targeted strategic input, our team brings independence, coordination, and forward-thinking to every conversation.
T&C Family Office Group
A dedicated team providing comprehensive, conflict-free family office services—delivered independently of investment providers. We support consolidated reporting, liquidity oversight, bill pay, and operational administration with a strong backbone of trust and clarity.
High Net Worth Services
From liquidity events and succession planning to entity oversight, we help high-net-worth families navigate transitions with precision and foresight. Many of our clients rely on us as their lead advisor—integrating legal, investment, and tax guidance across their ecosystem.
Valuation Services
We deliver certified valuations for business interests, illiquid assets, trust structures, and estate planning. Our work brings rigor, defensibility, and clarity to high-stakes decisions—from generational transfers to philanthropic giving and liquidity planning.
Estate Planning & Asset Protection
Templeton works seamlessly across legal and tax frameworks to support long-term wealth transfer and preservation. Our strategies include gifting plans, trust structuring, asset protection, and coordination with legal counsel—all tailored to each family's goals and risk profile.
Family Governance & Education
We help families align across generations with support for governance structures, policy creation, and financial education. Our guidance fosters healthy decision-making, leadership development, and shared understanding—so stewardship isn’t left to chance.