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Family Office Services

We support your personal and family needs, as a trusted partner, for generations, by:

Family and corporate governance
  • Family charters, family decision-making procedures, values and objectives
  • Corporate health check
Information consolidation
  • Wealth inventory: aggregating the family and family’s entire wealth
  • Fully customized consolidated asset reporting
  • Fund accounting and administration services
  • CRM and document management
Risk management
  • Portfolio risk and exposure analysis
  • Cash planning, compliance monitoring
Wealth planning
  • Succession and next generation planning
  • Tax services: personal and corporate tax services, VAT, etc.
Private equity and real estate support
  • Advisory services: supporting clients in corporate finance transactions: valuations, due diligence, acquisitions, sales, investments, etc.
  • Monitoring of PE and RE investments
  • Assistance in purchase or sale of business related to the family affairs
  • Private equity and real estate club deal 
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