FAMILY OFFICE SERVICES
KEY FEATURES OF
Our Family Office Services
We work with a selected number of sophisticated International Families and Entrepreneurs who require the assistance of an experienced, trusted and dedicated team for the Global Supervision of their Wealth.
We act as their single Private Office to select the best Private Investments opportunities, to secure strategic Financings, to organise daily Administration tasks, to coordinate the multiple layers of external counsels, banks and legal structures, to implement their Key Family Projects, and to help defining a meaningful and long term driven Wealth Strategy & Planning.
Our Family Office service level is uniquely designed with each Entrepreneur’s and Family’s so as to address its priorities and to deliver immediate and lasting time-savings, optimized control and decisions, higher returns on investments, reduced costs, efficient project management, and clarity in the global strategy deployed over time.
Family Office Services
Wealth Management includes:
- Investment management
- Asset allocation
- Portfolio construction
- Risk management
- Tax planning and optimization
- Estate planning
- Budgeting and cash flow management
- Retirement planning
- Education funding
- Insurance planning
- Charitable giving strategies
- Wills and trusts
- Generational wealth transfer
- Tax-efficient strategies
- Philanthropic planning
- Tax compliance and reporting
- Tax minimization strategies
- Tax-efficient investment structures
- Acquiring, managing, and maintaining real estate assets
- Property development and renovation
- Direct investments in private equity, real estate, and other alternative assets
- Manager selection and due diligence
- Risk assessment and monitoring
- Travel planning and coordination
- Household staff management
- Art and collectibles management
- Security and privacy services
- Legal counsel on financial matters
- Compliance with relevant regulations and tax laws
- Family governance and conflict resolution
- Developing and executing charitable giving strategies
- Establishing and managing family foundations
- Technology infrastructure setup and management
- Data security and privacy measures
- Insurance coverage assessment and management
- Asset protection strategies
- Cybersecurity and data protection
- Consolidated financial reporting
- Performance reporting
- Regular family meetings and communication
- Creating and maintaining family constitutions
- Family meetings and decision-making structures
- Mediation and conflict resolution
- Financial literacy and education for younger family members
- Preparing the next generation for wealth stewardship
FAMILY OFFICE SERVICES
Our Approach & Strategy
We are committed to providing you with a full spectrum of family office services that go beyond traditional wealth management. Our dedicated team of experts will work closely with you to create a customized strategy that aligns with your family’s values, goals, and aspirations. Our approach is built on these core principles:
We believe in taking a 360-degree view of your family’s financial picture. This approach allows us to understand your entire wealth ecosystem, including investments, estate planning, taxation, and risk management. By considering the big picture, we can develop a comprehensive strategy to optimize your financial well-being.
Every family is unique, and so are their financial needs. Our team will work closely with you to understand your specific goals and concerns. We then tailor our services to meet your exact requirements, whether it’s wealth preservation, intergenerational wealth transfer, philanthropic initiatives, or other objectives.
We understand the importance of maintaining the utmost discretion and trust when managing your family’s financial affairs. Rest assured that your personal and financial information will be handled with the highest level of confidentiality.
Our team is dedicated to providing you with timely and proactive support. We continually monitor your financial situation and adapt our strategy to respond to changes in the market or in your family’s circumstances.
Our family office services encompass a wide range of financial, investment, and administrative solutions.
Our experienced team includes financial advisors, estate planning experts, tax professionals, and investment specialists, ensuring you have access to a wide range of expertise under one roof.
With a global outlook and a deep understanding of local markets, we offer you a wide perspective on investment opportunities while being sensitive to your specific regional and cultural needs.
Our services extend beyond the current generation, considering the financial well-being of your children and grandchildren. We assist in creating a lasting legacy.
what makes us different
Our Approach to Wealth Management
Client-Centered
We prioritize your unique goals, preferences, and values. Your financial plan is tailored to your individual needs.
Collaboration
We work closely with your existing advisors, such as accountants and lawyers, to ensure all aspects of your financial plan are integrated seamlessly.
Transparency
We believe in full transparency in all our dealings, including fees and investment strategies. You'll have access to a clear, easy-to-understand view of your financial portfolio.
Ongoing Assessment
We conduct regular reviews and adjustments to your financial plan, adapting it to changes in your life, financial markets, and evolving tax laws