Governance
We will help you, your family and team members ensure that your family office is properly governed and managed in alignment with your values and goals. A governance structure assists in maintaining your family office’s purpose and vision while protecting your family wealth during the decision making process.
Services include:
- Provision of professional directors, trustees, qualified foundation council members and company secretarial services
- Use of board management tools – Diligent and Board Intelligent
- Creating a framework for private trust company services
- Building the architecture to support your family constitution
- Trusts, SPVs and corporate structuring
- Private trust company services
Succession
Effective succession planning is vital to the future realisation of family businesses and family offices.
By incorporating family values and goals in developing a framework detailing participation, remedies and understandings, it is possible to build the strongest of foundations for ongoing generational success.
Services include:
- Wealth transition planning
- Protecting, mentoring and educating the next generation
- Creating a sustainable legacy
- Charitable solutions for philanthropic purposes
- Education of future generations
- ESG Solutions
Reporting
We offer solutions for consolidated reporting and wealth management. We can work with your existing systems or software or provide our market-leading technology.
Services include:
- Reporting delivered through secure cloud-based investor portal, with 24/7 access
- Accounting services
- Tax, regulatory and statutory compliance
- CRS and FATCA reporting
- Economic substance and GDPR compliance
- Investment monitoring reporting
- Asset level consolidated reporting
Asset administration
We offer a tailored asset administration service to families in multi-jurisdictions on a wide variety of asset classes.
Services include:
- Set-up and administration of private funds and carry vehicles
- Set-up and administration of private co-investment vehicles and SPVs
- Investor reporting
- Fund custody services
- Administration of listed and non-listed funds
- Administration of luxury / specialist assets
- Private equity and hedge fund services
- Administration of listed and non-listed investments and administration of investments into luxury goods
Financial solutions
Our powerful global infrastructure and technical expertise enable us to help manage your family’s wealth effectively, not only protecting your assets but creating growth.
Services include:
- Digital banking platform
- Risk and performance reporting
- Treasury and cash management services
- Custody services (listed and non-listed assets)
- Foreign exchange
- Brokerage
Creating a team
We can help you create a team by providing a single-source solution with complete oversight and access to a variety of professionals including:
- Supporting M&A, IPOs and any other transaction activity
- Supporting or provision of family office administrative and management services
- Provision of employees
- Supplying office space and all that is required registered office services
- Managing pension, payroll and HR services
- Administration of employee incentive schemes
