Family Office Advisory

 

  • Separate family assets from family businesses

  • Conduct a review of family’s:

    • shareholdings in companies

    • real estates

    • liquid assets

    • art collections

    • yachts, cars & planes 

  • Develop and implement a family asset management strategy

  • Implement risk management procedures

  • Assist the family in the management of the asset classes

  • Conduct periodic reviews of;

    • real estate

    • real estate taxes

    • leases

    • lease collections

    • change in zonings etc.

  • Assist the family in the establishment of family governance rules

  • Assist the family in the implementation of family governance rules

  • Assist the family in succession planning

Family Office Advisory

Families know how to grow their wealth and they are good at that

We assist them in multi-generational wealth transfer and in preserving wealth

© 2018 by Servo Capital