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FAMILY OFFICE SERVICES

Helping Families Manage And Grow Their Wealth for Generations

We offer a range of services for family offices, covering setup and structuring, implementation of governance policies, selection of partners, as well as legacy planning. 

01

Corporate Structures & Governance

02

Selection of Professionals

03

Legacy Planning

04

Asset Protection & Preservation

  • Setting up of family office, including application for tax exemption (where applicable)

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  • Family business ownership structuring and advisory

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  • Advise on appropriate legal, investment and fund structures (e.g. variable capital company, trust, private company, etc.)

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  • Family governance processes and structures to educate and facilitate communication and decision making between family members

  • On request, we can help identify qualified, suitable professionals to fill positions in your family office (chief investment officer, COO, finance management, HR manager for example) â€‹â€‹

  • Advice and solutions for succession planning and generational wealth transfers

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  • Provision of tax advisory and legacy planning services

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  • Educating the younger generation on wealth preservation and preparing them to be custodians of wealth

  • Partnering fund managers to manage your investments according to your wishes - in line with your preferred risk-return profile, investment mandate and objective, and/or areas of focus

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