PRIVATE CLIENT & FAMILY OFFICES

Services

(i)        Family Offices world wide

(ii)       Tax Planning

(iii)      Investment Opportunities

(iv)      Investment Management

(v)       Trusts

(vi)      Services with Solutions

(vii)     Tax & Regulatory Compliance

 

 

Family Offices

We can assist you by:

Legally structuring your family office.

Setting up your online family office, so your family has 24/7/365 access.

Applying for or Advising on licensing requirements.  

Advise on tax concessions for family office investment holding vehicles and portfolio investments

 

How we Operate

Our professionals in many disciplines with international experience, pursue excellence to ensure our client families achieve the goals.

Our pursuit includes:

Family Offices

Your needs are met by setting up family offices efficiently, so that you have online access to 24/7/365 so the family has instant feedback as to their progress and they feel bonded to the future of the family’s finances.

 

Wealth Preservation

We are committed to safeguarding your assets & wealth. We achieve this through legal entities like Family Trusts, Investment Trusts and family holding companies structures to prevent unintended taxation or creditor actions that would diminish the Family’s investment pool.

Liquidity

To unlock your familes wealth potential we can:

a)       advise on unlocking untapped financial potential in your businesses

b)      arrange secured funding

c)       advise on the sale on non-performing businesses

Our decades of business experience provide clear insight in achieving the optimum solution to provide the cash flow your require.

 

 Investment Alternatives

We guide you through the investment process of a deal: due diligence, structuring, and documentation. Whether you are investing directly in businesses, private equity, investment funds or in hedge funds. We review and/or prepare prospectuses, investment proposals, constitutions, deeds, documents,  term sheets, side letters, shareholder & unitholder agreements as needed. Our account setup and opening, including asset management accounts with private banks and wealth managers, is trouble free.

 

Tax Planning

We optimise your family office, investment structures and minimise tax liabilities to maximise the passing of assets from one generation to another.

 

Our Experience

a.       Principles & Staff with decades of experience in law, chartered accountancy, successful investing, business ownership, innovation and academic interests.

b.       Bespoke software written from our experience to manage your Family Office.

c.       Associate entity to provide low cost outsourced financial staff for your office.

d.       Created innovative banking products that have generated billions of revenue to the banks.