Business and Financial Advisory
Asset Management Advisory
Financing and Business Promotion
Estate and Wealth Transfer
Business Succession
Wealth Transfer to the next generations
Wealth Transfer to the next generations
Training and Education
Organizing Family Meetings
Ensuring family education commitments
Coordination of generational education
Ensuring family education commitments
Coordination of generational education
Investment Management Services -
Wealth Preservation
Evaluation and Assessments
Investment Objectives
Asset Allocation
Risk and Liquidity Management
Philanthropic Management
Setup, planning and due diligence of Foundation and Trust
Life Management and Budgeting
Concierge and budgeting services
Reporting and Record keeping
Maintenance of records
Ensuring a strong reporting culture
Administrative Services
Payment of invoices and taxes, arranging tax compliance
Opening Bank accounts
Running operative companies
Legal and Compliance services
Opening Bank accounts
Running operative companies
Legal and Compliance services
Succession Planning
Planning for future generations
SWOT Analysis
Implementation of intergenerational estate transfer plan
Adoption of a family charter/constitution
SWOT Analysis
Implementation of intergenerational estate transfer plan
Adoption of a family charter/constitution
Tax and Legal Advisory
Tax planning
Tax implications on investment and non-investment income sources
We ensure that all parts of the family office services are tax compliant
Tax implications on investment and non-investment income sources
We ensure that all parts of the family office services are tax compliant
Compliance and Regulatory Assistance
Compliance with regulations pertaining to investments, assets
and business operations
and business operations
Risk Management and Insurance Services
Risk monitoring
Assessment of insurance requirements and policy acquisitions
Evaluation of existing policies and of security options
Hedging of asset classes
Physical security and Data security
Social media policy and reputation management strategy
Assessment of insurance requirements and policy acquisitions
Evaluation of existing policies and of security options
Hedging of asset classes
Physical security and Data security
Social media policy and reputation management strategy