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Family Office Services

Analyzing Graphs

Investment Management Services

  • Analysing financial portfolio 

  • Defining investment objectives 

  • Global asset allocation and investment strategies 

  • Evaluating non-registered securities 

  • Risk profile and investment horizon

  • Administering banking relationships 

  • Discretionary and non-discretionary mandates

Computer with Graph

Monitoring and Reporting Services

  • Consolidation and reporting of global bank accounts 

  • Consolidation and reporting of all family assets (including non-bankable assets) 

  • Consolidated performance reporting 

  • Fiscal annual performance 

  • Benchmark comparison 

  • Risk-adjusted performance reporting and risk attribution 

  • Risk reporting


Business Development /

Investment Banking /

Private Equity

  • Merger & Acquisition advisory

  • Support with Initial Public Offerings (IPO) 

  • Structured finance 

  • Partner matching 

  • Support with raising equity finance 

  • Private equity investments and structures

Family at a Beach

Family Governance Services

  • Support family governance 

  • Succession 

  • Legacy protection 

  • Family constitution 

  • Organising family retreats and family assemblies 

  • Supporting family council meetings 

  • Mentoring family members 

  • Individual education according to family members needs


Taxes / International Tax Planning Services

  • Double-tax treaty planning for family-owned companies and real estate 

  • Local and international tax advice 

  • Fiscal company migration 

  • Preparation of tax returns (incl. country of residence)

Lending a Helping Hand

Charity & Philanthropy Services

  • Philanthropic planning 

  • Assistance and guidance in the establishment and administration of charitable foundations 

  • Support in formulating a donor's giving strategy 

  • Technical advice on and operational management of charities 

  • Establishing grant-making foundations and trusts 

  • Preparing and presenting philanthropic initiatives 

  • Organising fund-raisers

Modern Architecture

Real Estate Services

  • Real estate advisory 

  • Bespoke property search 

  • Creating a property portfolio 

  • Access to off-market luxury properties 

  • Support with the sale of real estate 

  • Administrative property acquisition support 

  • (International) real estate management 

  • Organising security protection of private residences 

  • Real estate financing/mortgages

A Yacht at Sea

High Value Collection Services

  • Support with acquisition and sale of yachts, aircraft, cars, horses and other valuables (Passion investments) 

  • Aircraft and yacht financing (read about: Running a Superyacht) 

  • Refinancing aircraft, yachts and reviewing existing arrangements 

  • Setting up tax-efficient structures for yachts, aircraft, art and the like 

  • Providing digital images and condition reports of artwork in an online system 

  • Recording insurance details of assets 

  • Organising restoration and storage of art


Insurance Services 

  • Evaluating a portfolio of insurances and implementing new insurance policies 

  • Renegotiating and amending existing policies 

  • Support with private placement life insurance as a wealth planning tool

  • Organising international health insurance 

  • Support with kidnap & ransom insurance 

  • Support with universal life insurance as an estate planning tool 

  • International personal liability insurance 

  • Insurance-related to special assets, e.g., aircraft, yachts, art and the like


Estate Planning Services

  • Support with estate planning 

  • Support with drafting testaments/last wills 

  • Marital contract planning 

  • Support with prenuptial agreements 

  • Retirement planning 

  • Executorships


Budget & Cash Flow Management Services

  • Assessing actual wealth and current income, analysing of short- and medium-term liquidity requirements and long-term goals 

  • Cash-flow projections 

  • Private accounting 

  • Cash management (bill paying, cash flow, budgeting, etc.)


Administrative Services

  • Support with general legal issues 

  • Document & record management 

  • Accounting 

  • Bookkeeping 

  • Collection and filing of your administrative documents 

  • Payment of invoices and taxes, and arranging tax compliance

Beach Wedding

Family / General Support

  • Concierge services 

  • Private secretary services 

  • Travel arrangements 

  • Hiring domestic staff (nannies, chefs, chauffeurs, private tutors and other household staff) 

  • Managing household employees 

  • Organising private events (weddings, celebrations, birthday parties, etc.) 

  • Support with international schooling for your children

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