Families
Very wealthy families like yours have a choice: establish your own family office or find a firm that can provide you with something similar at a fraction of the cost. Or a combination of both.
Through the decades of our working with families like yours, we have gained the insight and understanding to earn the trust of some of the wealthiest families in the world. We understand you face challenges – with great wealth comes great responsibility – and that’s what we are here for. Whether you prefer to outsource these critical functions or set up your own family office, we can help in whatever way works best for your family.
We help you answer questions like:
DO WE NEED OUR OWN FAMILY OFFICE?
ARE OUR ESTATE PLANNING STRUCTURES UP TO DATE + IN LINE WITH OUR OBJECTIVES?
DO WE HAVE THE RIGHT SET OF PROVIDERS?
WHAT PURPOSE DOES OUR WEALTH SERVE?
HOW ARE OUR INVESTMENTS PERFORMING?
WHAT DOES THE BIG PICTURE OF OUR INVESTMENTS LOOK LIKE? IS IT ALIGNED WITH OUR OBJECTIVES?
