The operating backbone of a family office, built in-house and coordinated across specialists.
A family office only holds together if the machinery behind it does: the finance function, the governance, the reporting to the family, and the relationships with counsel, auditors and regulators across jurisdictions. We build and run that infrastructure internally and coordinate the specialists externally. We operate the backbone and coordinate the regulated work; we do not provide legal, audit or regulated compliance services ourselves. Those are delivered by the qualified professionals we help you appoint and oversee.
The internal finance and treasury function, corporate governance and board support that keep the office running and every decision documented.
Coordinating KYC, compliance requirements and the relationships with regulators across jurisdictions, alongside qualified local advisers.
Consolidated reporting for the family, and coordination of the annual audit with the appointed auditors.