The core of our service offering is the management of all aspects of our clients’ global wealth and financial affairs, which includes global reporting, administrative functions, global cash management, and concierge services.

The family office service is tailored to each family’s specific requirements. We guide families from the wealth-building phase to the oversight and preservation of established and generational family wealth. In a rapidly changing global commercial landscape, it is vital to establish and maintain sound investment structures for tax efficiency and continuity across generations.

By focussing on the needs of each specific family, we go beyond traditional asset management by assisting our clients with strategic wealth planning and implementation, risk management, and family governance. These services are complemented by efficient administrative and fiduciary and secretarial support.

An important day-to-day function is to alleviate our clients’ administrative burdens. We are able to manage all of the family’s administrative functions globally, which includes the opening of bank accounts, execution of all of the third-party payments and preparation of monthly income and expense reports to track spending and expenses against budgets.

When it is required, we assist in a wide range of administrative functions such as concierge services, assistance with private leases and other legal agreements.