Family Offices IT services   cdn_helper cdn_helper cdn_helper cdn_helper cdn_helper cdn_helper cdn_helper
charles square

Family Offices
IT Services

Charles Square is a global
Family Offices IT Services provider.

CSq have over 20+ years’ experience working with Family Offices and understand the unique challenges that Family Offices face in today’s rapidly evolving technological landscape.


Our dedicated team of technology experts are here to provide tailored support, ensuring your Family Office operates with maximum efficiency and security.


Our tailored technology services are designed to optimise your operations, enhance decision-making, and drive superior performance. Backed by our expertise in financial technology and a deep understanding of the Family Office landscape, we offer a comprehensive suite of services that cater to your unique needs.


Our portfolio of Family Office technology solutions is designed to provide world-class support and streamline the success of our clients. It’s no surprise that our expertise has been recognised by the industry. In fact, we were awarded the prestigious Hedgeweek Award for ‘Best Cybersecurity Provider’ in 2022. Additionally, we are ranked in the Top 40 EMEA and Top MSP globally in Channel Futures 2023 MSP 501, confirming our status as one of the elite managed service providers in the world.

Awards and Honours

Award Winning
IT Services.

Our Services

Strategic Technology Planning

Leverage our in-depth industry knowledge to develop a technology roadmap aligned with your Family Office’s goals. We’ll help you make informed decisions on software, hardware, and infrastructure that enhance productivity.

Data Management and Backup

Safeguard critical financial data with our automated backup and recovery systems. Your information will always be available when you need it, even in the face of unexpected disruptions.

24x7x365 Technical Support

Say goodbye to tech-related frustrations. Our round-the-clock business technologists ensure that your team can focus on managing wealth and investments, while we handle any IT issues that may arise.

Cloud Integration

Streamline your operations and enhance collaboration through seamless cloud integration. Access your data and applications securely from anywhere, ensuring your team remains connected no matter where they are.

Cybersecurity Solutions

Protect your sensitive data from cyber threats with our robust cybersecurity measures. From advanced firewalls that provide protection whilst travelling, endpoint and mobile security, data encryption, to full security audits, we’ve got your digital assets covered.

Customised Security Training

We believe in empowering your team. Our tailored cybers security training sessions will equip your staff with the skills needed to safeguard your digital assets.


Why choose
Charles Square?


Our team consists of seasoned professionals with a deep understanding of both technology and the needs of Family Offices.

Personalised Approach

We recognise that every Family Office is unique. Our solutions are customised to fit your specific requirements, ensuring you receive maximum value.


We pride ourselves on our reliability and responsiveness. Trust us to keep your technology running smoothly, so you can focus on your core responsibilities.


Your data’s security is paramount. Rest assured, we adhere to the highest standards of confidentiality and data protection.

Partner with us today to elevate your Family Office’s technological capabilities. Experience seamless operations, heightened security, and unparalleled support. Contact us for a consultation and let’s embark on this transformative tech journey together.

Our Core


Our success is underpinned by our transparency, authenticity and accountability.


We’ll spare you the technical jargon and deliver solutions that are easy to understand.


Our honest and professional approach drives our client satisfaction.


Billion AUM in
supported funds.

0 %

of support tickets completed within the first hour of being raised.

0 +

Clients in Europe, the United States, UAE, Middle East, and Asia.


Countries world wide
with Global Coverage.


What our
clients say
about us.


“As a highly regulated technology-driven business, IT is vital to us. CSq understand this and provide first class expertise in all areas, from procurement to infrastructure management and end-user support. CSq’s unique offering is their wealth of experience supporting financial services firms, both externally and from within.

They have seen both sides, and their industry knowledge enables them to offer exceptional, proactive support and advice.”


Capital Management (Bank)

“CSq provide first class expertise in all areas”


“I was hugely appreciative to CSq's team for how quickly and smoothly they on-boarded us and got us up and running. A totally professional experience, perfect for our needs.

It removed a lot of everyday stress and freed me to focus on what we are good at; the creative process.”



It removed a lot of everyday stress”


“We switched to CSq last year, and have found their service has exceeded our expectations in almost every respect. The transition was smooth, and all went to plan and budget. They really understood our business needs and they worked with us to provide a cost effective and flexible solution. Most importantly, when we need support, we’re not put through to some remote support desk, but instead a local experienced technician that not only understands the problem, but also our history and can escalate as needed.

It’s like having our own infrastructure team in-house, but without the expense.


Asset Management (Mayfair)

“CSq’s service has exceeded our expectations in almost every respect”

Request a Call

Are you ready to take your IT services to the next level? Request a call today by filling out the below form and find out how we can help you.
We will always endeavour to get back to you within 24 hours.


    Looking for an experienced IT specialist for your Family Office?

    Globally trusted and recognised Technology Services Partner, with a global clientele that boasts 260+ satisfied customers.