Family Office Advisory
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Separate family assets from family businesses
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Conduct a review of family’s:
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shareholdings in companies
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real estates
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liquid assets
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art collections
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yachts, cars & planes
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Develop and implement a family asset management strategy
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Implement risk management procedures
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Assist the family in the management of the asset classes
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Conduct periodic reviews of;
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real estate
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real estate taxes
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leases
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lease collections
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change in zonings etc.
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Assist the family in the establishment of family governance rules
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Assist the family in the implementation of family governance rules
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Assist the family in succession planning
