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A family's holding structure, its bank accounts and its investment accounts, planned in order and kept in good standing.
A family office holds a family's assets through a structure that suits where the family and the assets are, banks it, and invests through licensed brokers, custodians and fund platforms.
We plan the structure, the accounts and the ongoing administration together, in the order the providers expect.
A family office business usually needs these four, in this order. Each links to its own page.
The countries for this service are being confirmed. Tell us the jurisdiction you have in mind and we will tell you what applies.
Still have a question?
Talk to usIt depends on the jurisdiction, the provider and the documents involved. We give you an estimate for the family office set-up after the consultation.
Costs depend on the jurisdiction and on the services you choose. We set them out for the family office set-up after the consultation, before any work starts.
Some steps can be completed remotely and others need you in person. We tell you which applies to your case before you start.
Yes. If you already have a company or a licence, we start from what you have and plan the remaining steps.