Family Office Services

Investment Management Services
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Analysing financial portfolio
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Defining investment objectives
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Global asset allocation and investment strategies
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Evaluating non-registered securities
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Risk profile and investment horizon
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Administering banking relationships
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Discretionary and non-discretionary mandates

Monitoring and Reporting Services
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Consolidation and reporting of global bank accounts
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Consolidation and reporting of all family assets (including non-bankable assets)
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Consolidated performance reporting
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Fiscal annual performance
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Benchmark comparison
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Risk-adjusted performance reporting and risk attribution
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Risk reporting

Business Development /
Investment Banking /
Private Equity
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Merger & Acquisition advisory
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Support with Initial Public Offerings (IPO)
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Structured finance
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Partner matching
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Support with raising equity finance
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Private equity investments and structures

Family Governance Services
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Support family governance
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Succession
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Legacy protection
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Family constitution
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Organising family retreats and family assemblies
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Supporting family council meetings
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Mentoring family members
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Individual education according to family members needs

Taxes / International Tax Planning Services
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Double-tax treaty planning for family-owned companies and real estate
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Local and international tax advice
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Fiscal company migration
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Preparation of tax returns (incl. country of residence)

Charity & Philanthropy Services
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Philanthropic planning
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Assistance and guidance in the establishment and administration of charitable foundations
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Support in formulating a donor's giving strategy
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Technical advice on and operational management of charities
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Establishing grant-making foundations and trusts
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Preparing and presenting philanthropic initiatives
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Organising fund-raisers

Real Estate Services
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Real estate advisory
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Bespoke property search
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Creating a property portfolio
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Access to off-market luxury properties
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Support with the sale of real estate
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Administrative property acquisition support
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(International) real estate management
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Organising security protection of private residences
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Real estate financing/mortgages

High Value Collection Services
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Support with acquisition and sale of yachts, aircraft, cars, horses and other valuables (Passion investments)
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Aircraft and yacht financing (read about: Running a Superyacht)
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Refinancing aircraft, yachts and reviewing existing arrangements
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Setting up tax-efficient structures for yachts, aircraft, art and the like
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Providing digital images and condition reports of artwork in an online system
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Recording insurance details of assets
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Organising restoration and storage of art

Insurance Services
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Evaluating a portfolio of insurances and implementing new insurance policies
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Renegotiating and amending existing policies
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Support with private placement life insurance as a wealth planning tool
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Organising international health insurance
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Support with kidnap & ransom insurance
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Support with universal life insurance as an estate planning tool
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International personal liability insurance
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Insurance-related to special assets, e.g., aircraft, yachts, art and the like

Estate Planning Services
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Support with estate planning
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Support with drafting testaments/last wills
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Marital contract planning
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Support with prenuptial agreements
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Retirement planning
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Executorships

Budget & Cash Flow Management Services
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Assessing actual wealth and current income, analysing of short- and medium-term liquidity requirements and long-term goals
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Cash-flow projections
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Private accounting
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Cash management (bill paying, cash flow, budgeting, etc.)

Administrative Services
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Support with general legal issues
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Document & record management
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Accounting
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Bookkeeping
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Collection and filing of your administrative documents
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Payment of invoices and taxes, and arranging tax compliance

Family / General Support
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Concierge services
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Private secretary services
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Travel arrangements
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Hiring domestic staff (nannies, chefs, chauffeurs, private tutors and other household staff)
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Managing household employees
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Organising private events (weddings, celebrations, birthday parties, etc.)
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Support with international schooling for your children