INVESTMENT MANAGEMENT SERVICES
- Evaluation and monitoring of the overall financial situation
- Determining investment objectives and investment philosophy
- Determining risk profiles and investment horizon
- Asset and Liability Management
- Asset Allocation – deciding on the mix of investments
- Support and evaluation of banking relationships
- Providing due diligence on investments and external asset managers
PHILANTHROPIC MANAGEMENT
- Philanthropic planning
- Assistance with establishment and administration of charitable institutions
- Guidance in planning and donation strategy
- Advice on the technical and operational management of charities
- Formation of grant-making foundations and trusts
- Organizing charitable activities and related due diligence
LIFE MANAGEMENT
- Management of properties, private jets and yachts
BUSINESS AND FINANCIAL ADVISORY
- Debt syndication
- Mezzanine financing
- Bridge financing
- Structured financing
- Private equity
- Mergers and acquisitions
- Management buy out
- Business development
ESTATE AND WEALTH TRANSFER
- Wealth protection, transfer analysis and planning related to the management of all types of assets and income sources
- Customized services for estate settlement and administration
- Professional guidance on family governance
- Professional guidance regarding wealth transfer to succeeding generations
TRAINING AND EDUCATION
- Organizing family meetings
- Ensuring family education commitments
- Coordination of generational education with outside advisers
RISK MANAGEMENT AND INSURANCE SERVICES
- Risk analysis, measurement and reporting
- Assessment of insurance requirements, policy acquisition and monitoring
- Evaluation of existing policies and titling of assets
- Evaluation of security options for clients and properties
- Formulation of disaster recovery and plans
- Protection of assets, which could involve the use of offshore accounts
- Development of strategies to ensure hedging of concentrated investment positions
- Physical security of the family
- Data security and confidentiality
- Review of social media policy and the development of a reputation management strategy
COMPLIANCE AND REGULATORY ASSISTANCE
- Providing auditing services for internal issues
- Establishing a corporate governance mechanism
- Ensuring a high level of staff hiring
- Group performance monitoring and compliance
- Offering recommendation on board advisory formation
- Strengthening of regulatory investment process
TAX AND LEGAL ADVISORY
- Construct a tax plan
- Design investment and estate planning strategies
- Ensure tax compliance
ADMINISTRATIVE SERVICES
- Support on general legal issue
- Payment of invoices and taxes, and arranging tax compliance
- Opening of bank accounts
- Bank statement reconciliation
- Employee management and benefits
- Legal referrals and management of legal firms
- Public relation referral and management of public relations firms
- Technology system referrals and management of these vendors
- Compliance and control management
SUCCESSION PLANNING
- Continuity planning relating to unanticipated disruption in family leadership
- SWOT analysis of senior executives both within and outside the family
- Re-evaluation of the family board regarding the roles of non-family directors
- Structuring corporate social responsibility platforms and programs
- Development of formal knowledge-sharing and training programs
- Implementation of intergenerational estate transfer programs
- Adoption of a family charter or constitution (mission, structure, policies, responsibilities, values, goals)
REPORTING AND RECORD KEEPING
- Consolidation and reporting all family assets
- Consolidation of performance reporting
- Benchmark analysis
- Annual performance reporting
- Tax preparation and reporting
