Family Advisory Services
- Strategic Wealth Planning – we work closely with families to create customized strategies that align with the family’s values
- Governance & Succession Planning – we help establish governance structures and succession planning to ensure smooth transitions and continuity of the family’s legacy.
- We provide strategic consulting on investment opportunities and
- We facilitate family meetings and communication strategies.
Administration Services
- Bill & Cash Flow Management – we take care of day-to-day expenses, manage cash flow, and ensure timely payments for peace of mind.
- We keep custody and safekeeping of family and corporate records and files.
- We coordinate and manage the services of service providers
Tax Compliance & Reporting
- We work with professionals across various jurisdictions to provide comprehensive tax planning and compliance services to optimize the family’s tax strategy and minimize liabilities.
Reporting & Performance Tracking
- Financial Reporting – we provide detailed consolidated reporting of the family’s financial position, offering insights into investments, real estate, and other assets.
- Performance Measurement – we help in the assessment of the performance of the family’s assets and understand their impact on the family’s overall wealth.
Philanthropic Services
- Charitable Giving Strategies – we assist in developing philanthropic strategies that reflect the family’s values, helping the family give back in meaningful ways.
- We assist in the development of philanthropic strategies and charitable initiatives.
- We manage family foundations and donor-advised funds.
Estate & Trust Management
- We assist and participate in the setup and management of trusts and estates, ensuring compliance with legal requirements.
- We ccoordinate estate settlement processes.
- We provide administrative support for family foundations and other structures, ensuring compliance with regulations while maximizing impact.
Risk Management
- We assess insurance needs and help develop risk management strategies and policies.
- We administer insurance policies for family members and family assets.
- We perform a holistic risk assessment across family holdings and exposures and help manage risks.
Lifestyle Management
- Concierge Services – from travel arrangements to event planning, we ensure that the family’s lifestyle needs are met with the utmost care.
- Property Management – our dedicated team handles the complexities of property ownership, whether that is family residences or holiday homes.