Once wealth has been created, it needs protection and enhancement in preparation for the transition to the next generation. Statistics show that if not properly structured, a family’s wealth will not survive the 3rd Generation.
Our proposed Family Office Services provide the following:
Assistance with Estate and Legacy, planning trusts, foundations, private investment companies, private family funds and securitization vehicles.
Assistance with Family Governance
Objectives:
Protect the family legacy
Ensure a smooth transition of the family wealth
Consolidate and Report – keep track of family assets and liabilities, net worth, portfolio income and all distributions.
Set up a financial reporting structure encompassing the family’s wealth management and real estate activities.
Negotiate bank facilities for the FO.
Centralize investment decisions within the Family Office investment team.