Our Services
We help clients look for opportunities to efficiently structure assets and cash flows of their international businesses.
FAMILY OFFICE SET-UP
We will help you set up your Family Office according to current regulatory requirements. The service is individually designed around the requirements and preferences of your family. The process is shown on the chart.
Family office brings renewed relevance as it broadens its role to cover financial and non-financial needs that include private wealth management, family governance, legacy planning, knowledge and cultural transfer, philanthropy, investment management, insurance, and management of family-owned businesses amidst global volatility and the emergence of new technologies.
| On boarding |  |
Initial assessment | |
Defining strategy | |
Solution proposition | |
Tailor-made execution |
| Set up
Comply to regulations |
Client profiling
Understanding client situation, preferences, needs |
Clarify definitions to reduce conflicts
Clarify vision and core values of the family office Define strategy to achieve vision |
Present possible solutions
Decision taking on strategies |
Execution of the decisions
Transparency and clear communication Continuous monitoring for goal attainment Identify optimisation opportunities |
| On boarding |
| Set up
Comply to regulations |
 |
| Initial assessment |
| Client profiling Understanding client situation, preferences, needs |
|
| Defining strategy |
| Clarify definitions to reduce conflicts Clarify vision and core values of the family office Define strategy to achieve vision |
|
| Solution proposition |
| Present possible solutions
Decision taking on strategies |
|
| Tailor-made execution g |
| Execution of the decisions Transparency and clear communication Continuous monitoring for goal attainment Identify optimisation opportunities |
CORPORATE & FUND SERVICES
As the regulatory environment becomes ever more complex, many clients turn to us to guide them through the legislative minefield, and to assist them at every stage of the process – from designing innovative, customised corporate structures to sourcing experienced teams capable of managing every aspect of their day-to-day operations.
Clients face an extensive choice of domicile and formation options to suit their structure and tax-planning needs.
These options range from funds and complex structured products to those vehicles catering for more traditional and conventional corporate activity including investment and property holding, and financing.
We help clients look for opportunities to efficiently structure assets and cash flows of their international businesses.
BUSINESS SUCCESSION
If the business succession is not managed appropriately, inherited wealth can sometimes have a detrimental impact on the lives of individuals and families. That is why helping clients pass on an enduring financial and family legacy to future generations is probably of the most defining feature of our approach to intergenerational wealth management.
| Family succession | BUSINESS succession | |
| Ownership Focus | Passes ownership within the family, often by inheritance | Focuses on leadership transitions, regardless of family ties. |
| Decision Making | Driven by family dynamics and emotions | Based on qualifications, skills and experience |
| Skills & Experiences | Successor may lack necessary skills or experience | Emphasizes finding a skilled and qualified successor |
| Emotional Factors | Affected by family relationship and expectations | More objective, though emotions can still play a role |
| Cultural Tradition | Strong focus on preserving family legacy | Focusses on business continuity and growth |
| Conflict Issue | Personal interest conflict | Business direction conflict |
| Planning & Motivation | May have informal planning, unclear structure and governance | Professional involvement with structured and significant input |
CONSULTANCY AND SERVICES
INSURANCE & FINANCIAL PRODUCTS
We facilitate access to specialist insurance market and other insurance providers who offer customised protection for wealthy private clients, trusts, funds and corporate entities.
We source the most appropriate cover at cost-effective rates for you. Where possible, we can consolidate your policies into a single portfolio with a common renewal date, thereby creating time efficiencies and possible premium saving opportunities.
PRIVATE WEALTH MANAGEMENT
Different clients have different needs; some may want us to manage their entire portfolio while others prefer us to provide greater input to the process and to have a high degree of interaction with our team. We will draw upon the expertise in specific sectors to assist our clients.
For clients that have many members across multiple generations, succession and governance are key issues. Some families who employ a variety of investment managers, use us as their gatekeeper to oversee investment strategy, research, administration and reporting.
Private wealth management can include Mergers & Acquisitions, preparation for Initial Public Offering, investment into real estate property and various capital markets, divestment and so forth. We also provide corporate & family business advisory services to shareholders and companies at every stage of the business lifecycle.
LEGAL & TAX ADVISORY
For cross-border family enterprises, there are complicated legal issues to cater to: multi-dimensional estate planning, trusts, to cater to cross-border tax regimes, and conflicting family opinion obstructing the need for decisive and decision-making.
Our tax and legal advisers can offer advice that is, first and foremost, pragmatic and commercial, to deliver the essential outcomes you are striving for. When necessary, we will source counsel from our international network of external advisers for finding the right solutions.
We understand that the actions you take following our recommendations must operate effectively not only at inception but also for years to come. We ensure our counsel is simple to understand and communicate.
PHILANTHROPY
We believe in a more strategic approach to philanthropy; we align your philanthropic endeavors with both your near-term and mid-term objectives, rooted in your family’s lasting values.
Our approach integrates this with succession planning by actively engaging the next generation in philanthropic choices. This collaborative involvement ensures a unified embrace of the family values and a harmonious pursuit of worthy causes.
TRUST & FIDUCIARY
We and our partners have both the technical expertise and the commercial experience to hold in trust an exceptionally wide variety of assets, including private companies, business ventures, property, as well as diversified investment portfolios.
Trusts are frequently an integral part of intergenerational succession planning and as trustees we support families in passing on their legacy.
We have highly qualified trust officers, lawyers and accountants making up our fiduciary teams. They are proficient in the establishment and administration of structures incorporating entities from a wide range of international financial centres.
CONSULTANCY AND SERVICES
We facilitate access to specialist insurance market and other insurance providers who offer customised protection for wealthy private clients, trusts, funds and corporate entities.
We source the most appropriate cover at cost-effective rates for you. Where possible, we can consolidate your policies into a single portfolio with a common renewal date, thereby creating time efficiencies and possible premium saving opportunities.
Different clients have different needs; some may want us to manage their entire portfolio while others prefer us to provide greater input to the process and to have a high degree of interaction with our team. We will draw upon the expertise in specific sectors to assist our clients.
For clients that have many members across multiple generations, succession and governance are key issues. Some families who employ a variety of investment managers, use us as their gatekeeper to oversee investment strategy, research, administration and reporting.
Private wealth management can include Mergers & Acquisitions, preparation for Initial Public Offering, investment into real estate property and various capital markets, divestment and so forth. We also provide corporate & family business advisory services to shareholders and companies at every stage of the business lifecycle.
For cross-border family enterprises, there are complicated legal issues to cater to: multi-dimensional estate planning, trusts, to cater to cross-border tax regimes, and conflicting family opinion obstructing the need for decisive and decision-making.
Our tax and legal advisers can offer advice that is, first and foremost, pragmatic and commercial, to deliver the essential outcomes you are striving for. When necessary, we will source counsel from our international network of external advisers for finding the right solutions.
We understand that the actions you take following our recommendations must operate effectively not only at inception but also for years to come. We ensure our counsel is simple to understand and communicate.
We believe in a more strategic approach to philanthropy; we align your philanthropic endeavors with both your near-term and mid-term objectives, rooted in your family’s lasting values.
Our approach integrates this with succession planning by actively engaging the next generation in philanthropic choices. This collaborative involvement ensures a unified embrace of the family values and a harmonious pursuit of worthy causes.