FAMILY OFFICE &
PRIVATE CLIENT SERVICES

Today, High-net-worth Individuals (HNWIs) have invested in differing types of complicated financial assets and businesses around the world. As a result, they might have people around them who they would like to protect or to whom they want part or all of their assets to be transferred to in the event of a worst case scenario or unforeseen circumstances. Unfortunately, based on our experience, most individuals neglect to put in place an organized retirement plan and a dedicated inheritance structure to ensure the continuity of their affairs, their businesses and income for the next generation.

Who can be considered HNWIs? They may include some of the characteristics as follows:

• Have participations in Private Equity
• Holding one or more portfolios of securities
• Co-investing with other families or investors
• Have shares invested in different projects
• Own several estates and assets around the world such as private villas, yachts, planes etc
• Have people they want to protect financially, such as children, partners, business associates, and/or charities.

We note that Family Offices and HNWIs often face difficulties when dealing with asset management, especially when they have several types of assets in different forms and countries.

These type of portfolio makes administration a time-consuming and complicated task as it doesn’t allow for much transparency in respect of valuation of assets, income, and risk. We can help HNWIs overcome these hurdles by providing tailor-made solutions to hold and manage their assets, investments and wealth.

We will advise, analyze and structure the inheritance plan with respect to the family founder’s Will, governance and heirship’s rule. We will also put in place the appropriate structures, maintain the administration, appoint independent managers or protectors, and fulfil any accounting, legal or tax reporting obligations to the relevant authorities.

Our operational solutions are flexible and practical with a wide coverage on management and control participations, ways to protect, maintain and administer the family wealth including assets/possessions around the globe and international tax advices on transferring assets.

Our expertise include: