Bespoke Family Office Advisory Services
Our unique & flagship offering helps you plan, setup & manage your very own family office. Be it be the decision about your wealth holding structure, or a plan around in-house vs outsourced services, creating a family governance plan, or managing your hard-earned wealth this advisory solution covers all possible needs that you may have.
Our experience of working with over 80 family offices has given us a unique insight into the factors that are important for the success of an efficient family office structure and we use this indepth experience to help you in the journey towards a robust yet flexible family office for you.
Your journey will take you from the initial stages of identifying the need for a family office, understanding your expectations from the platform, getting a buy-in from key members of your family, right down to creating process documents & structure for the governance & Philanthropic platform, creating the investment management platform and surrounding it with a robust Risk Management infrastructure.