Family offices and foundation structures require more than compliance-focused reporting. They require discretion, sound governance, clear financial records and the confidence that assets, investments and related party arrangements are properly reflected in the financial statements.
RAA provides audit and assurance support for family offices, holding entities and foundations. Our work is designed to respect confidentiality while giving principals, boards, councils, beneficiaries and other stakeholders a clear view of financial position, performance and key reporting matters.
We focus on areas such as investment valuation, related party balances, intercompany funding, expense allocation, governance processes and the quality of information provided by administrators or service providers. Where legal, tax or structuring matters arise, we work alongside the client’s appointed advisers and maintain clear professional boundaries.
