Family Office Services
Structure and coordination. We do not sell products, and we are not paid by anyone who does.
Our only revenue is our fee, and it is disclosed in advance. We receive no retrocessions, trailer fees or rebates, and we hold no investment mandate. Introductions to banks and custodians are introductions — the decision stays with you.
Who this page is for
Single family offices and multi-family offices
Families whose assets sit across several institutions and countries
Families building a family office for the first time
What we do
01
Design
What the family already holds is set out in one place, then the office is sized to it.
Asset overview and needs review
Everything the family holds, listed in one place before any decision is taken.
Family office model selected
In-house, multi-family or outsourced administration, compared on cost and staffing.
Risk and compliance pre-check
The questions banks and regulators will ask, answered before they are asked.
Source of wealth and source of funds prepared in advance
The origin of the assets documented before any account is opened.
02
Establish
The accounts, companies and holding arrangements the office needs are put in place.
Bank and brokerage account introductions
Introductions made to institutions; the decision to open an account remains theirs.
Holding and special purpose companies established
Companies formed to hold particular assets and keep them separate from the rest.
Investment holding structure implemented
The agreed structure built and the holdings registered into it.
Policies and alternative assets connected
Insurance and unlisted holdings brought into the same reporting line.
International pension arrangements
Retirement arrangements set up where members live in more than one country.
03
Accounting and reporting
One set of numbers for the whole family, produced on a fixed cycle in both languages.
Consolidated multi-entity reporting
Every entity and account brought into a single report on a fixed cycle.
Asset registers and valuation summaries
A register of what is held, by which entity, at what stated value.
Coordination with custodians and advisers
Data collected from each institution and reconciled before it is reported.
Cash flow and distributions executed
Payments prepared, approved and recorded against the agreed authority.
Transparent fee ledger
Every fee the family pays, listed with what it was for.
04
Governance and transition
How decisions are taken is written down, and the office is left able to be handed on.
Family council and delegation rules
Who sits, how often they meet, and what they may decide.
Decision chain and authority limits
Thresholds written down, so it is clear who signs for what.
Cross-generational allocation policy
How assets are held for, and released to, each generation.
Conflict of interest separation and declaration
Interests declared and kept apart from the decisions they touch.
Asset reorganisation and disposal of non-standard assets
Holdings restructured or sold, with the process coordinated end to end.
Family office migration and handover
Administration transferred, with relationships, files and records passed across.