Investing
Overview
Acquiring substantial wealth comes with a responsibility to create a sound governance structure that drives the family’s legacies from one generation to the next.
Our family office is designed to help families build, consolidate and transfer their wealth in a way that best enhances the lives of every family member.
Multi-generational Wealth Planning
Great families build legacies that transcend several generations.
Every family has a story, a history, and a wealth of financial values that should be intentionally curated from one generation to the next.
Beyond creating legal documents that ensure that every family member is well catered for, we create the architecture for transmitting family wealth through successive generations in the most efficient and effective manner: ensuring that the current generation is well served while leaving sufficient resources for the next.
Family Governance & Succession Planning
Document a governance charter that clearly states the goals of the family, its governance structure, and how it transitions from one generation to the next.
Family Business Advisory
Family businesses are a great way of preserving family legacies.
Our experts advise on a range of corporate and governance issues faced by the business such as mergers and acquisitions, liquidity management, financing options, monetization strategies, capital structure management, corporate governance structures and employee benefits and options.
Next Generation Coaching & Conselling
We use education and coaching to help each family member to understand their roles and how best they can contribute their skills and knowledge to actualize the family legacies.
Asset Protection
Ensure that the family’s assets are adequately protected from seizure using suitable legal and business strategies.
We also access and advise on a broad range of risks faced by the family and the best risk management strategy options.
Multi-Jurisdiction Tax Planning
When investing internationally, taxes can become a very significant expense that can hurt your wealth. Staying informed, anticipating, and incorporating various tax-efficient strategies in the estate planning process will tremendously grow the overall family wealth.
Our tax advisors will help with the prompt preparation of tax documents, filing, timely compliance, and minimization strategies depending on tax codes applicable in different jurisdictions.
Private Equity Advisor
We provide support for deal origination, due diligence, valuation, deal structuring, and optimal deal-exit strategies.
Real Estate Advisory
Evaluate real estate investments to ensure an optimal capital allocation and execution strategy that best aligns with the family’s long-term goals.
Art Management
Coordinate the collection, valuation, safe custody, and monetization of artworks and other collections.
Banking & Debt Structure Advisory
Provide professional guidance and support when executing local and international banking transactions, including debt optimization.
Philantrophy
What is your idea of giving? Should you create a Foundation?
We can help you create clarity and actualize your philanthropic goals through the establishment of a suitable structure according to your charitable and legacy goals. We emphasize longevity and sustaining the impacts of your donations for as long as you desire.
Account Minimum & Fees
In most instances, our starting asset size for a family office is $5 million or its equivalent. This requirement may be waived for certain clients with a strong commitment to improving financial outcomes for their families.
Fees: Our fees start at 1.00% of the total value of the client’s advised asset and decrease as the asset size increases.