Family Office 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

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

Merger & Acquisition advisory

Support with Initial Public Offerings (IPO) 

Structured finance 

Partner matching 

Support with raising equity finance 

Private equity investments and structures

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

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)

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

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

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

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

Support with estate planning 

Support with drafting testaments/last wills 

Marital contract planning 

Support with prenuptial agreements 

Retirement planning 

Executorships

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.)

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

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