Family Offices

Successful families can institutionalise their family finances into a family office, which is responsible for a spectrum of services. We can build this for you – in-house or outsourced – which allows you to focus on your core businesses.

Our expertise covers domains such as: – institutionalising your family office functions
– Treasury Management
– Legacy & Succession Planning
– Wills & Trusts Consulting
– 2nd-Generation and Wealth Transfer
– Creating Personal Professional Investment Teams
– Family Asset Liability Matching (ALM) Strategies
– Risk Management
– Philanthropy and Corporate Social Responsibility (CSR) Management – Structuring of Charitable Trusts & Foundations