Support to families and individuals


Strategy and Organization
  • Designing multi-generational integrated strategies and family legacy plans
  • Defining family organizations, leadership models and governance systems
  • Optimising the family "eco-system" of advisors and influences
  • Providing offshore family office services and strategic partnerships to selected clients
Family Wealth, Family Business and Asset Structuring
  • Reviewing asset structures, investment processes and business/trust oversight
  • Addressing individual and family wealth management strategies
  • Enhancing all aspects of risk management and family security
  • Setting and implementing family business strategy
Family Office and Other Services
  • Offering family leadership, education and succession support
  • Providing individual and family support, communication and dispute resolution
  • Ensuring an effective approach to philanthropic initiatives