Managing, acquiring, optimizing real property and other non traditional assets (art, collectibles, etc.) as part of the family’s portfolio.

Minimizing tax liability; ensuring tax compliance; setting up trusts or entities; navigating cross border tax and legal issues.

Planning how wealth is transferred to next generations; wills, trusts, leadership or control succession; preserving family values & legacy.

Defining decision making structures (e.g. family councils); educating heirs and preparing them; managing family communication; aligning values and values based investing.

Identifying financial risks (market, liquidity etc.); legal/regulatory risk; insurance; cybersecurity; compliance across jurisdictions.

Helping the family define philanthropic goals; forming foundations or giving vehicles; aligning giving with values; measuring impact.

Often includes concierge services, property management, travel, household or staff oversight, managing luxury assets (art, yachts, etc.).

Consolidated reporting of assets across geographies/banks; bookkeeping, accounting; cash flow management; bill payments; performance reporting.

Access to private equity, venture capital, real estate, hedge funds; direct investments; evaluating risk/return for illiquid assets.

Managing, acquiring, optimizing real property and other non traditional assets (art, collectibles, etc.) as part of the family’s portfolio.