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

Financing arrangement advisory

Balance sheet restructuring advisory

Mergers & Acquisitions advisory

Family office advisory

Operational turnaround advisory

Interim management services

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