Family Office

Protecting assets, preserving and enhancing wealth across the generations

The most important part of a family office is, of course, the family. We believe that the family office should be uniquely tailored to your requirements including your location and dynamics. Our role is to unleash the potential of your family structure by managing your family’s investments and assets, creating consolidated reports, providing family and corporate governance for your estate and succession planning, philanthropy, asset management and wealth structuring.

Many families consider a family office as a way to meet their financial needs, to provide greater control over their wealth and to handle their affairs. Since every family has its own unique set of requirements, there are as many types of family offices as there are families. Some provide basic administrative support while others oversee the management of investments and coordinate all the family financial and lifestyle needs.
Once the family office is established, it is likely to serve multiple generations, across which there may be a range of different needs that require various wealth management strategies. A well-run family office successfully integrates the necessary strategies to ensure that they support the goals of the family as a whole.

We’re able to work alongside existing family offices or create new family office teams, across multi-generations in global locations. Our family office services can bring the power of all our expertise in funds, corporate services and capital markets together to navigate the complexity of private wealth for our family office clients.

We understand the challenges of the ever-changing world of private wealth and can provide you and your family with a team of experts, innovative technology and excellent service, all of which will bring you confidence that your legacy will be preserved.

For details, get in touch with us.