Family Office Services

Family Office is a complete wealth management model that takes in consideration not only your financial objectives, but also your family’s non-financial objectives, including but not limited to family’s values, morals, beliefs, education, family dynamics, family’s brand and legacy.

Many services are provided together with existing advisors and consultants with the family’s objective in mind. The purpose is to help and direct the family to decisions and strategies that benefit the family for the long term.

A list of activities is below as an example of the comprehensiveness of the system, but each family usually customizes these activities based on their particular needs.

Family Office Areas of Expertise

  • Family Constitution
  • Family Dynamics
  • Family Education
  • Family Charitable Foundations
  • Financial Planning
  • Risk Management
  • Estate Planning and Succession
  • Tax Optimization
  • Legal Document Library
  • Investment Oversight and Due-Diligence
  • Governance and Reporting