Family Office Services
Family Office Services
Our Single and Multi-Family Office expertise brings together, under one roof, the full range of services families require to preserve, manage, grow, and seamlessly transfer wealth across generations.
With more than 25 years of experience serving Ultra-High-Net-Worth Individuals (UHNWIs), our team acts as a trusted partner in navigating complex cross-border environments across the UAE, Hong Kong, and Europe. We help clients address a wide range of challenges, from increasing global regulatory requirements and evolving tax considerations to the adoption of advanced digital solutions and the complexities of today's investment landscape, particularly within private markets.
We understand the unique demands faced by family offices and have developed a comprehensive service offering focused on governance, corporate and fiduciary structures, fund and trust administration, and the establishment and ongoing management of domestic and international holding structures and Special Purpose Vehicles (SPVs).
Our services include:
- Management, administration, and compliance services
- Tax planning and asset protection solutions
- Secure safekeeping of documents and confidential information
- Monitoring and oversight of costs relating to personal holding structures
- Annual wealth consolidation reporting
- Annual performance reviews and commentary on personal and family investments
- Assistance with the drafting or independent review of Investment Policy Statements (IPS)
- Treasury advisory services, including banking comparisons and support with cash yield negotiations
- Succession planning and family governance frameworks
- Advisory and monitoring services for luxury assets, including art collections, yachts, and aircraft investments
- Outsourced family office support, concierge services, and Cyprus market gateway solutions