Family Office
As considerable wealth offers significant opportunities, it also has many undeniable responsibilities for many. Wealth management strategies are available in leveraging the advice and services of an established family advisory group, as some face difficult progression and tax issues. Family offices are designed to manage these complexities and integrate a variety of issues while allowing a more structured approach to the management of family wealth.
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A family office must be adapted to accomplish critical goals while addressing concerns which matter most to a family. In addition to establishing a holding structure for wealth protection, growth and transition, the family office is designed to be a tool to implement broader progression, management and governance plans. As the needs of a family change, it is imperative that the family office structure and its functions evolve with the family.
In addition to enhanced levels of privacy, service and control, many families require specialized services that transcend the traditional capabilities of any local provider. We then call upon our global network of family wealth experts to offer access to specialist advice.
Our affiliated Private bank offers this service for clients deposting $500,000 USD or more...
Family Office Services offered in the following locations
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