Family Office is a Private Wealth Management Advisory Service offered to Ultra-High Net Worth Investors to centralize focus and control over family finances, legal matters, tax and administration issues. It is an outsourced solution to manage the financial and investment affairs of individuals or families. It works to provide the best solution for building, preserving and transferring family wealth. A family office can be a Single Family Office or a Multi-Family Office. A Single Family Office only supports one family, whereas a Multi-Family Office supports at least two families.
Family Office is most commonly utilized because assets have grown in size and complexity, which demand a full-time professional management team to work according to each family’s preferences and goals. As no two families are identical and the same goes for family offices, our team understands that every family is different so we provide personalized advice to establish and operate your family office and grow and preserve your energy. Our team takes time to really get to know you and your family’s specific goals and challenges, and work accordingly.
Our team of professionals from Legal, Insurance, Investment, Estate, Business and Tax disciplines aim to provide customized planning, advice and resources, in order to confront several obstacles and maximize our clients legacy including confiscatory estate taxes, complex estate laws, and complicated family or business issues. A family may wish to create a formal distinction between family wealth and the assets of the family business to ensure financial risk diversification, and improving transparency and corporate governance of the family business
