Family-office coordination

For international families

Wealth Preservation

Protecting and passing on family capital across generations, structured to hold up legally and operationally over time.

  • Individual and corporate entity support
  • Financial planning expertise
  • Bespoke consulting
  • Reporting and oversight coordination
  • Succession planning
  • Wealth protection

Business Management

Coordination for family businesses, ownership and international operations, from structuring to the day-to-day.

  • Individual and corporate solutions
  • Legal and tax expertise
  • Efficient entry and exit points
  • Management of structures
  • Global partner network for infrastructure
  • End-to-end transaction support

Family Lifestyle

Discreet coordination of homes, travel and the assets and people around family life.

  • Administration services
  • Real estate management
  • Relocation services
  • Private jet and yacht chartering
  • Dedicated personal assistant

Special Situations

Steady hands for complex transitions: restructurings, successions and the events that do not fit a template.

  • Litigation management
  • PR and crisis management
  • Asset recovery
  • Complex case planning
  • Strategic intelligence
  • Access in challenging jurisdictions

Fund Structuring

Designing and establishing investment funds, from hedge funds to private equity, real estate and commodities.

  • Structure and jurisdiction selection
  • Fund formation and setup
  • Coordination of legal, admin and audit
  • Hedge funds, private equity, real estate and commodities
  • Investor and governance documentation
  • Ongoing structural oversight

Operational Infrastructure

The operating backbone of a family office: finance, governance and administration run in-house, with the regulated work coordinated across qualified specialists.

  • Finance, treasury and cash-flow administration
  • Corporate governance and board support
  • Coordination of legal matters with qualified counsel
  • Compliance and KYC coordination across jurisdictions
  • Regulatory liaison, alongside qualified local advisers
  • Consolidated reporting and audit coordination with appointed auditors

Our View

A family office is not a product. It is the discipline of holding one family's affairs together, year after year.