A. UTILIZING FAMILY OFFICE SERVICES 

If you possess substantial assets, wealth, or a significant inheritance that you wish to protect for your family’s future success in business, inheritance, or legacy maintenance, then engaging the services of a Family Office is essential. This dedicated organization, tailored exclusively for you, will address all related matters and leverage the expertise of various professionals.

By doing so, you eliminate the need to engage multiple services or offices to handle individual components, ensuring peace of mind as a dedicated team manages and fulfills all associated requirements under one roof. Expertise is sourced internally and externally through client consultation.

Within the Family Office, you gain access to lawyers, accountants, investment advisors, administrators, real estate agents, and more. These professionals provide personalized services based on your unique circumstances and status.

High-net-worth families prefer the convenience of a single office over the complexities of engaging multiple professionals. Moreover, they benefit from cohesive collaboration among experts, ensuring a unified understanding, goal, and commitment solely focused on the client.

B. SERVICES OFFERED BY A FAMILY OFFICE 

The spectrum of services offered by a Family Office may vary depending on each family’s needs but typically includes:

1. Secretariat
2. Succession
3. Planning
4. Wealth Management
5. Investment Portfolio
6. Immovable Assets Portfolio
7. Movable Assets Portfolio

C. SECRETARIAT

The Family Office can function as a Secretariat, overseeing a wide array of tasks, from setting up direct debits for regular payments to serving as your representative for international operations. These services, tailored to each client, may also include insurance coverage, safekeeping of confidential documents, timely form filing, and managing various administrative tasks.

Additionally, the Secretariat acts as a liaison with external service providers such as banks, schools, and government offices, streamlining communications and optimizing services to generate long-term savings for the client.

D. SUCCESSION PLANNING 

Succession Planning is imperative for affluent families, safeguarding their legacy and wealth for future generations. This process, which encompasses funds, trusts, and intergenerational planning, involves thorough analysis and contingency planning to address potential challenges and conflicts within the family.

The Family Office facilitates Succession Planning by coordinating multiple disciplines, simplifying what would otherwise require engagement with various offices.

E. WEALTH MANAGEMENT 

The impartial and comprehensive nature of the Family Office makes it an invaluable resource for Wealth Management. Unlike external entities, such as banks or accountants, the Family Office offers unbiased advice and services tailored to the client’s needs, ensuring integrity and adherence to explicit instructions.

Wealth Management services encompass market monitoring, asset oversight, tax planning, and legal compliance, allowing clients to focus on their priorities while the Family Office handles their investments and financial affairs.

F. INVESTMENT PORTFOLIO 

The Investment Portfolio service provides specialized advice to identify investment opportunities aligned with the client’s goals, ethics, and interests. Through strategic planning and meticulous asset allocation, the Family Office manages both existing investments and new opportunities, ensuring optimal portfolio performance.

G. IMMOVABLE ASSETS PORTFOLIO 

For real estate matters, the Family Office serves as a comprehensive resource, offering advisory, administrative, and managerial support for property portfolios. From property acquisition to daily operations and paperwork management, the Family Office ensures efficient management and preservation of immovable assets.

H. MOVABLE ASSETS PORTFOLIO 

The Family Office oversees the management and upkeep of valuable collections, such as antiques, artwork, and jewelry, providing inventory management, maintenance coordination, and acquisition assistance. Additionally, it handles paperwork, insurance, and logistics associated with movable assets, ensuring their preservation and enhancement.