We can assist with family office design and set-up, family education and communications, charitable planning and private foundations, and structuring business investments. Our approach addresses both the family office as a business and the private client’s family wealth as an ongoing enterprise.
We work with our families to:
- Put in place a framework for an efficiently structured and staffed Family Office supported by the necessary governance tools
- Bring together a suitable network of top tier talent to assist the Family in making informed decisions and ensuring high standards of execution
- Identify appropriate legal structures (e.g. trusts, foundations, offshore companies, …) and jurisdictions to protect the family wealth
- Set up a framework for an investment strategy most suitable for the Family’s consolidated personal and business interests
- Understand the Family’s expenditure and lifestyle requirements and accordingly, evaluate and define dividend/income policy