Private Clients & Family Offices
We listen to your needs and will craft specific solutions to preserve, manage, grow and transfer wealth across generations. This includes formulating a sound investment strategy, risk management and optimal structure for private clients and family offices to ensure wealth protection, growth, transfer and family succession. Complete with tax filing, accounting, consolidation and support services, we support your private clients and family offices on their journey to build a long lasting legacy.
Governance & succession
- Alignment of family shared values and charter
- Define and draft family constitution and charter
- Establish family council, board and governance sub-committees
- Organize succession education and planning
Family office management
- Implement family office structure, governance and internal control systems
- Organize and conduct family council meetings
- Identify, assess and report on inter-generational transition and legacy business
- Recommend solutions and manage family transition and legacy business
- Provide individual/enterprise wide tax planning and structuring
- Opening of bank accounts and compliance management
- Provide accounting, tax, secretarial and trust administration needs
- Provide professional concierge services and transaction support from time to time
- Arrange for audit and support audit work requirements
- Prepare and report on statutory or regulatory requirements Investments and assets
- Evaluate, recommend and follow through on investment and asset allocation strategy
- Evaluate and set-up private fund structures and administration
- Provide oversight and co-ordination with Investment Managers
- Perform investment performance bench marking and consolidation
- Provide transaction support on direct investments and real estate sales/purchase
- Conduct estate planning
- Consolidate and report on bank accounts, assets and investments