Investments and family offices

Each family has its unique set of wealth management needs. Constantly changes in regulations and requirements require a dedicated team of professionals and independent advisors to manage. As your trusted independent advisors, we can work with you to design a bespoke family office tailoring the breadth and depth of its services, provide ongoing advisory services to support the strategy and legacy of your family.

How we can help

We can assist you to set up a holistic and tailored governance system for the family office to achieve the following goals:

Invest and protect your family wealth
Manage your financial needs and provide investment expertise to your family, ranging from financial investments and insurance products to philanthropic ventures.
Improve family cohesion
Act as the bridge between your family members, a family office enables members to better communicate on important goals, strategy and key decisions.
Administrative support and ensure compliance
Assist your family in fulfilling changing compliance requirements for sophisticated wealth holding structures.
Risk management
Help your family to manage economic, investment, compliance and regulatory risks, ensuring IT security and protection of important documentation.