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