Families
Families as wealthy as yours have options: to establish your own family office or find a company that can provide similar services at a lower cost, or a combination of both.
Through our work with families like yours, we have gained insights and understanding, earning the trust of some of the wealthiest families in the world. We understand the challenges you face—the immense wealth comes with immense responsibility—which is exactly why we exist. Whether you choose to outsource these key functions or establish your own family office, we can provide assistance in the way that best suits your family.
We help you answer the following questions:
Do we need our own family office?
Is our estate planning structure up-to-date and aligned with our goals?
Do we have the right providers?
What are the purposes of our wealth?
How is our investment performance?
What is the overall situation of our investments? Are they consistent with our goals?
