Skip to main content

Family Office

Overview

We provide a comprehensive suite of family office services, directly managing all aspects to ensure a seamless experience. Some services are delivered through trusted channel partners, but we remain your single point of contact, offering a one-stop solution for all your needs.

What we do

Wealth Management & Investment Planning

Tailored investment strategies and portfolio management to meet longterm
financial goals.
Ongoing risk assessment and marketbased adjustments for optimal asset growth.

Family Governance & Succession Planning

Structuring family governance models and succession plans to ensure smooth transitions.
Creation of trusts, foundations, and family constitutions for asset protection and continuity.

Legal & Tax Advisory

Tax-efficient structuring of family-owned entities and ongoing compliance support.
Cross-border tax planning and legal assistance, including inheritance and estate planning.

Philanthropy

Structuring and managing philanthropic foundations aligned with family values.
Ongoing monitoring of impact and financial efficiency of charitable
initiatives.

Real Estate & Asset Management

Guidance on property acquisition, management, and real estate development projects.
Asset management services to maximise returns from family real estate portfolios.

Financial Reporting & Accounting

Full-service bookkeeping, accounting, and financial reporting to track family wealth.
Liaison with auditors to ensure compliance with international standards.

Lifestyle & Concierge Services

Luxury asset management, relocation services, and personal lifestyle support.
Visa, residency, and migration assistance tailored to family needs.

Risk Management & Insurance

Comprehensive insurance solutions, including asset protection and personal coverage.
Risk mitigation strategies and crisis management planning.

Our Approach

One-to-one

Our recognized One-to-One Approach provides customized, efficient and sustainable solutions, whilst guaranteeing governance and privacy.