Family offices offer a wide range of services tailored to the specific needs of each client.
Common services include:
Investment Management: Professional management of investment portfolios, asset allocation, and risk management.
Financial Planning: Holistic financial planning, including retirement planning, tax optimization, cash flow management, and goal setting.
Estate Planning: Strategies to preserve wealth and efficiently transfer assets to future generations, including wills, trusts, and succession planning.
Tax Advisory: Expert guidance on tax planning, compliance, and optimization of tax liabilities across multiple jurisdictions.
Philanthropy: Assistance in creating and managing philanthropic initiatives, including charitable giving and impact investing.
Lifestyle Management: Concierge services such as travel arrangements, property management, and personal administration.