Business and Financial Advisory

Beyond the wealth and investment management, family offices will also provide advisory services on businesses owned by the members. Over time our clients either own or run their own businesses and our services go beyond their initial career. These business advisory services could include:

• Debt syndication
• Bridge financing / Structured financing
• Private equity / Mergers and acquisitions
• Management buyouts
• Business development 

Estate and Wealth Transfer

Family offices will be involved in business succession and legacy planning, enabling the transfer of wealth to the next generation. These services will include:

• Wealth protection, transfer analysis and planning related to management of all types of assets and income sources
• Employee management and benefits
• Supplier referrals and management of suppliers
• ​Compliance and control management
• Succession planning