Family office

In general, wealthy families have three goals in mind.  They want to:

  1. Protect wealth – legal structures, custody, reporting, consolidation, administration
  2. Grow wealth – asset allocation, manager selection, compliance monitoring, and asset management
  3. Transfer wealth – estate planning, family strategy, education, philanthropy

We can offer advice on sourcing all the necessary family office services and can also advise on creating the equity structure for your multi-family office.

Strategic needs

  • Relationship management
  • Family strategy meetings
  • Wealth definition (financial/emotional assets)
  • Mission statement
  • Ownership strategy
  • Governance
  • Family member education

Wealth protection

  • Legal services
  • Tax planning
  • Insurance
  • Negotiations

Wealth growth

  • Set financial objectives
  • Business plan (asset allocation)
  • Financial accounting (consolidation)
  • Investment controlling and reporting
  • Performance measurement
  • Qualitative assessment
  • Manager selection and supervision
  • Listed investments
  • Art and antiques
  • Private equity
  • Real estate

Strategic transfer

  • Succession and estate planning
  • Philanthropy
  • Trustee responsibilities
  • Grant making services
  • Compliance and reporting
  • Trust administration

Personal administration

  • Record keeping and financial reporting
  • Personal accounting
  • Payment services
  • Personal budgeting
  • Banking and credit services
  • Custody and settlement
  • Online information access
  • Travel
  • Rental collection
  • Business networking