Over 30 years of combined experience & expertise

Our team

Our dedicated team of expert advisors will take care of your family's unique requirements. From Wealth Protection to handling all personal and household expenses and

organizing family meetings, as well as educating younger generations about wealth stewardship.

Family Office Services

Services are highly customized but generally fall into two main categories: Financial/Investment and Family/Concierge.

      1. Investment & Financial Management (The Core)

• Strategic Asset Allocation: Designing and managing a diversified global investment portfolio (stocks, bonds, private equity, hedge funds, real estate, etc.).
• Manager Selection & Due Diligence: Researching, hiring, and monitoring external investment managers and funds.
• Direct Investments: Sourcing and managing direct investments in private companies, startups (venture capital), or real estate projects.
• Risk Management & Hedging: Protecting the family's wealth from market downturns, currency fluctuations, and other financial risks.
• Financial Reporting & Consolidation: Providing a unified, clear view of the family's entire financial picture across all accounts and entities.
• Tax Planning & Compliance: Sophisticated strategies to minimize tax liability globally, and ensuring all filings are accurate and timely.
• Philanthropy Management: Establishing and managing family foundations, donor-advised funds, and impact investing strategies.

      2. Family & Lifestyle Services (The Concierge)

• Estate & Succession Planning: Structuring wills, trusts, and family holding companies to ensure smooth intergenerational wealth transfer.
• Family Governance: Creating family constitutions, organizing family meetings, and educating younger generations about wealth stewardship.
• Lifestyle Management: Acting as a personal assistant for high-level tasks—managing household staff, private jet/yacht coordination, art collection management, travel planning, and security.
• Legal Coordination: Overseeing personal legal matters (though not providing legal advice directly, they coordinate with specialized law firms).
• Bill Paying & Cash Flow Management: Handling all personal and household expenses, payroll for domestic staff, and budgeting.