Family Office Management
We provide family office management and consulting services to new and existing personal family offices of business owners, executives, and dual income professionals. We help in creation of customized solutions, whereby not only legal and fiscal requirements as well as the characteristics of the individual wealth structure are considered but also the owners’ very own personal expectations and preferences.
We work extensively with families, entrepreneurs and family offices giving the clients access to professional knowledge base of critical family office building blocks and solutions.
Focus areas include:
- Private Wealth Management Support
- Family Office set-up and Restructuring
- Wealth Protection
- Risk Management
- Investors’ Circles
- Family Governance and Succession Planning
- Philanthropy
- Alternate Asset Classes
- Estate Planning and Private Trusts
- Settlement of Family Disputes
- Administrative & Tax Services