Along with our affiliate in the US, Five Keys has a unique advantage over competitors in aiding UK based clients with US assets and vice versa. Our very personal, boutique manner of management leads to an unparalleled and tailored level of service for our clientele.
As a multi-family office with many years' experience, we are dedicated to ensuring we unlock the best services available for our clients.
In order for you to make the best informed and objective decisions, condensed, transparent, and tailored reporting is crucial. We will provide the best compilation of such information to you on a regular basis.
Experts in handling complex portfolios, our tax professionals are experts at structuring your life. We will be at the forefront of understanding your tax issues, and providing advice to help you meet your obligations.
Our team delivers customised lifestyle services to free you up from daily, time-consuming tasks, allowing you more time to focus on pursuing your personal, professional and financial goals.
We will assist with your banking needs by working as an intermediary with you and our trusted partners to make banking, such as loan applications, deposits, and funds transfers as simple and care free as possible.
Through our US registered investment advisor, Five Keys Capital Advisors, we will provide investment opportunities in fixed income, equity, and alternative assets tailored to your specific needs and goals.
Through our collaboration with prestigious legal firms in the US and UK, we have the capacity to handle and oversee a significant scope of your legal affairs, both personal and business, as well as crisis management. We often work with multiple generations of family members and, in so doing, establish, maintain and oversee complex family estates and trusts.
Our experienced team will provide you with corporate secretarial services ensuring that your corporate and trust records are kept at the highest standard of governance. We provide turnkey corporate services covering the life of your family structure, from formation to maintenance of company records and statutory documentation.
We offer a variety of administrative services and logistical support that are essential to the smooth running of a family office.
We can construct management and custodial arrangements for all types of non-traditional assets, including yachts, aircraft, supercars, horses, artwork, wine and other valuables. Tax planning will be paramount and we will handle all administrative aspects, including insurance, servicing and maintenance, valuations and sales.
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We collaborate and liaise with an extensive network of service providers around the globe in the fields of banking, fiduciary management, legal matters, custodianship, taxes, real estate, accounting, private equity, and wealth management. This network is being expanded on a continuous basis.
Matt is a licensed attorney and serves as both as managing partner of Kennedy Legal Firm and also as chief executive of Five Keys. Nearly all of Matt's legal experience has been serving as general counsel to many family office clients focused on the management of a variety of global investments, with an emphasis in private equity and investment advisory as well as UK and US based commercial real estate ventures, crisis management and conflict resolution. Matt also has extensive US and international experience in corporate, tax and transactional planning.
Matt is a member of the Society of Trust and Estate Practitioners, International Tax Planning Association, and International Bar Association.
Carolyn is an accountant by profession, working for large London accountancy firms at the start of her career where she specialised in solicitors’ rules work, VAT consultancy and various creative industries. After some years within smaller family run businesses, she has spent the past twenty years working as the UK representative of a family office, dealing with every aspect of the business from overseeing investments to day-to-day operational requirements.
Carolyn has lived in various European countries , before returning to base herself in England, but maintains a strong interest in international affairs. She has recently obtained an MA in Creative Writing and is passionate about her book blog and her dog!