We offer advisory and consulting services to families requiring assistance with the management of family wealth.
We provide a suite of services which are tailored based on the family’s circumstances and requirements. It’s possible to buy-in specific services on the following basis:
Outsourced service for an UHNW family.
Extension to a Single Family Office.
Ad hoc special projects for UHNW families.
Our Services Include:
Accounting and Reporting
Annual Consolidated Net Worth Statements.
Consolidated Overview of Investment Portfolios.
Budgeting and Cost Control.
Cash Flow Analysis.
Asset Risk Management
Defining the family’s needs and Investment Objectives.
Client Risk Profiling and Suitability Assessment.
Designing and/or Reviewing of Investment Policy Statement.
Establishing Performance Benchmarks.
Asset Allocation Modelling.
Beauty Parade and Investment Manager Selection.
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
Acting as Protectors.
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.
Evaluating insurance requirements.
Ensuring adequate insurance cover in place to protect wealth and assets.
Life & Health Insurance.
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; we are able to provide best of breed and holistic advice for smaller as well as larger family offices.