Family office set-up
Single-family office design, set-up and day-to-day operation.
Private Wealth & Family Office
Structuring, governance and reporting for families and their businesses, from a first holding structure to a full family office.
For families
Business-owning familiesIndividuals with assets in several countriesFamily offices
What Private wealth & family office covers
Holding and succession structures
Holding companies, foundations and trusts planned around succession.
Family governance
Family charters, councils and decision rules agreed in writing.
Consolidated wealth reporting
One view of assets held across countries and entities.
Real estate holding
Ownership and administration structures for property portfolios.
Philanthropy
Charitable vehicles and giving programmes with proper governance.