family office service
"A traditional family office is a business run by and for a single family. Its sole function is to centralize the management of a significant family fortune. Typically, these organizations employ staff to manage investments, taxes, philanthropic giving, trusts, and legal matters. The purpose the family office is to effectively transfer established wealth across generations."
We can offer private clients: ongoing tax efficiency, wealth planning, the selection and setting up of tailored holding structures, the transmission of assets to subsequent generations as well as the preparation of children and/or grandchildren as regards their future responsibilities.
We can advise clients on the definition of investment strategies, the implementation of philanthropic initiatives, advice on the acquisition and sale of goods as well as the setting up of customised financial products and multi-manager portfolios.
Our team coordinates and centralises the work of various specialists and consultants in:
Launching calls-for-bids, awarding management mandates and selecting the appropriate funds or managers; supervising wealth management projects and controlling and monitoring financial and management operations and providing Global Custody services.
We can offer
family office services to UHNWIs'; click here for a consultation...
