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Family Office

We are able to provide the full spectrum of family office services including administrative, logistical and advisory support services to families requiring assistance with their financial and business affairs. Although some of these services are outsourced to specialist providers and professionals management and control often rests with the family office to provide a seamless and fully-integrated service. FWM can either run your family office entirely or as a consultant to key family members. Essentially the structure and services we offer are tailored in accordance with the family’s circumstances and requirements. Whilst smaller family structures may choose to buy-in specific services, be they investment advisory or fiduciary expertise, for the larger family we can provide an all-in service. The service is not just about tailored advice it also encompasses identifying and accomplishing family goals in an efficient, effective and timely manner and more generally providing strategic direction for the family’s affairs.


Our services include:


Banking Relationships

  • Global advice on your banking and custodian relationships.

  • Opening bank accounts on your behalf.

  • Consolidation and restructuring of all type of credit facilities.

  • Raising finance for a multitude of purposes.

  • Payments and credit card management – on an outsourced basis.

 

Investment Management

  • Managed Advisory Service

  • Protectorships

  • Defining the family’s needs and Investment Objectives

  • Client Risk Profiling and Suitability Assessment

  • Design and/or Review of Investment Policy Statement

  • Establishing Performance Benchmarks

  • Asset Allocation Modelling

  • Beauty Parade and Investment Manager Appointment

  • On-going Portfolio Performance Monitoring

  • Fee Negotiation and Agreement

  • Second Opinion and reviewing investment proposals

  • Quarterly performance reviews against appropriate benchmarks

  • Private client reporting: presenting a consolidated global snapshot of family global wealth


Accounting and Reporting

  • Financial Controls

  • Consolidation of global wealth

  • Budgeting and Cost Control


Insurances

  • Evaluating insurance requirements

  • Ensuring adequate insurance cover in place to protect wealth and assets

  • Life & Health Insurance


Professional Advisers

  • Sourcing, coordinating and working closely with a dedicated team of international legal, tax and financial experts to address complex cross border issues. Whether it is fiduciary services, private client tax and trusts or corporate services; FWM are in a position to provide best of breed and holistic advice for smaller as well as larger family offices.


Concierge Services

A comprehensive suite of services are available to suit either the family or key family members’ needs.

To speak directly to a family offices expert or wealth management professional or for further information Tel: +350 200 50982 or email wealth@fiduciarywealth.eu.