Financial, legal and lifestyle management for your family, in one place. Only 35% of family offices have a succession plan (UBS Global Family Office Report 2026) — we protect every dimension of yours
Who Can Benefit From This Package
What’s Included
This package covers a wide range of essential services, ensuring that every aspect of your wealth and lifestyle is expertly managed
Real Estate Services
- Real estate investments
- Property sourcing
- Raising finance
- Buying, selling & renting property
- Financial, tax & legal structuring
- Property management & operations
- Design, renovation & reconstruction
- Hospitality & household management
Direct
Investments
- Investment strategy creation
- Project selection
- Investment declaration
- Due diligence
- Transaction document preparation
- Risk management
- Investment committee formation
- Portfolio monitoring
Portfolio Investments
- Audit of existing portfolio
- Benchmarking commissions
- Long-term investment declaration
- Strategy development
- Portfolio structure
- Independent opinions
- Manager selection
- Legal registration
- Portfolio monitoring and rebalancing
M&A Transaction Support
- Portfolio analysis
- Business compatibility and synergy evaluation
- Due diligence (financial, tax, commercial, operational)
- Risk assessment
- Financial modeling
- Capital market entry
- Transaction structuring
- Post-deal integration support
Business
Solutions
- Corporate governance audit and development
- Strategy development and implementation
- Client representation at corporate governance bodies (BoD, Management Board)
- Management recruitment
- Business structuring
- Setting up internal control and audit systems
Companies within your portfolio can also access dedicated support through our Business Concierge service for corporate travel and event management
Legal Matters
- Transaction support
- Asset structuring
- Immigration (residence permits, citizenship, legal support for domicile change)
- Administrative structuring (management audits, legal structuring)
- Inheritance law (succession planning, marriage contracts, divorce matters, Family Constitution)
- Contract law
- Dispute resolution
Banking Activities
- Bank account selection and management
- Banking fee audits
- KYC and compliance procedures
- Family budget development
- Analysis and support for personal projects
- Bank account and transaction management
- Financial record storage
- Financial and legal structure analysis
Taxes
- Tax consulting
- Tax planning and structuring
- Individual tax administration
- Personal tax reporting
- Controlled foreign company (CFC) consultations
- Tax audits
- Currency law consultations
Education and
Personal Development
- Psychological and personality profiling
- Cognitive development and career assessments
- Communication and compatibility assessments
- Long-term development trajectories
- Educational institution recommendations
- Admissions and matriculation support
- Test preparation
- Tutoring and consulting
- Learning tracking and analysis
Lifestyle and Travel
- Complex travel planning for families
- Personalised itineraries and travel routes
- Transfer arrangements and car rental services
- Hotel bookings
- Luxury villa and chalet rentals
- Regular flight tickets purchase
- Private jets and yachts charter
- Organisation of private guided tours
- Support with acquiring tickets for exclusive events
Healthcare
- Top family physician and medical centre selection
- Check-up appointment booking
- Personalised health plans
- Optimal health insurance coverage
- Travel assistance and on-site support
Alongside this, we offer proactive health optimisation through our Longevity programmes
Executive Search and Personnel Development Projects
- Personnel search
- Top managers
- Management teams for new markets
- Talent pool formation for C-level positions
- Confidential search
- Personal assistants and domestic staff
- Personnel development
- Employee assessment
- Soft skills training
- Individual and group coaching
- Career counselling
Art Consulting
- Art acquisitions
- Confidential client representation
- Fair market value determination
- Market value forecasting
- Collection building strategies
- Collection management
- Inventory
- Provenance research
- Catalog publishing
- Exhibition management
- Art inheritance
Why Choose the Family Office Package?
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