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Effective family wealth management encompasses a range of issues related to not only business aims, but also personal and family goals. Many families in business often consider establishing a family office to manage their many investments, reporting, philanthropic, and financial responsibilities. Properly structuring and staffing a family office requires an analysis of tax and governance considerations, as well as a deep understanding of the family’s short and long term business and professional goals and objectives.
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 on-going enterprise.
For many reasons, ultra-high-net-worth individuals and families often consider establishing a family office to manage their investment, tax, and wealth planning considerations in a cohesive way. These families also tend to have a global outlook on their business and investment interests.
Whether supporting a family in establishing a new family office, or assisting with the governance structure of an established family office, we help families with this process by analyzing and understanding the family’s short and long range personal and professional goals and objectives as well as their circumstances.
We tailor services and recommendations to develop appropriate governance plans and efficient operating structures.