financial planning

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

strategy

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

    Advisory

    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

      Governance

      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