Office Management
A structured approach from consultation to implementation.
We guide you in developing a strategy for you and your family, and support you in creating and implementing it, e.g. through a family constitution, family council or other family body. We do this through facilitated, topic-specific family workshops.
Next generation
We support families with succession planning and help the next generation assume leadership roles in the future and responsibly manage family assets. We do this through engaging learning programs, events and access to a global community of peers where we address topics such as financial literacy, family wealth, leadership and personal development, as well as the positive, societal impact of one's actions.
A legacy that endures.
Your trust can preserve your family's wealth for the benefit of your children and future generations. It can also help you do good - many charitable foundations are established as trusts. Charitable trusts typically donate to charitis or perform philanthropic functions.
Dedicated specialists
With our global reach, we can help you develop a plan and provide advice tailored to your needs. We can also help you develop a family structure or family office, and establish decision-making bodies such as a family council or investment advisory board.
Family Office
Managing your family wealth for the long term Staying successful as a family means addressing important questions: What is the purpose of our wealth? How do we pass on our values? How do we ensure a successful transition to the next generation? How do we make decisions? How can we best manage our collective assets?Our team of experts helps high net worth individuals and families create customized strategies and implementation plans to successfully organize wealth and family affairs. Together, we can help you preserve your family wealth.
We can help you with your questions about how to effectively organize your wealth from designing and implementing a new family office to reviewing existing constellations. We look at key aspects such as strategy, scope of activities, location, costs, business model, staff.
Independent reviews
We can review your existing agreements and perform gap analysis by comparing them to known best practices and global research.
In-depth insights and ideas
Gain access to industry-leading research and publications on family offices, family businesses, next generation issues and other legacy topics. Gain in-depth expertise through our network of family offices and attend events to network, exchange and share ideas on family wealth with peers..
Tax Efficiency
Your trust may be tax efficient in certain circumstances, subject to the advice of a tax advisor qualified in the relevant jurisdictions. Wealth management requires time and the best knowledge of the market. With us, you can be assured of the support of a global team that will take care of your assets while keeping your needs in mind. Our interdisciplinary team of experts continuously monitors the markets and makes new investments as needed to respond to market changes and achieve your financial goals. Our team continuously gathers new insights so you can benefit from the latest trends and market opportunities. In doing so, you can always have a say and stay in control of your finances.
It's important to have open discussions about the long-term goals of your family wealth.
We can assist in hosting family meetings or facilitating educational events, topical workshops and best practice sharing sessions that provide opportunities for the next generation to gain skills and inspiration for their future.
Protection for your assets
Your trust can protect your family's assets from events you can't control, such as political instability. It can also monitor the flow of income to beneficiaries. This is useful for children who are young and don't yet know how to handle money. It is also useful for parents who are worried about their children getting divorced in the future.
An important building block are private markets why approach you?
Historically, private markets have significantly outperformed public markets. For many investors, this additional excess return can open up better opportunities for wealth accumulation and transfer or finance current expenses. Some key drivers of this outperformance, which we believe is likely to continue in the years ahead, are illiquidity, value creation and financial engineering practices in particular.
Private markets are also becoming an increasingly important asset class because they offer access to opportunities not available to investors in listed markets. For investors, this means that it is becoming more difficult to participate in high-growth and innovative companies if they only invest in listed equities.
We consider private markets to be a key component of both longevity and pass-through strategies. Investors should therefore consider whether increased exposure to private markets can be beneficial to their overall financial plan.