Exclusive Family Office package tailored for high-net-worth individuals and families seeking comprehensive financial, legal, and lifestyle management.
A New Level of Personalized Wealth & Lifestyle Management
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.
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, Personalized 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, Organization of private guided tours, Support with acquiring tickets for exclusive events.
Healthcare
Top family physician and medical centre selection, Check-up appointment booking, Personalized health plans, Optimal health insurance coverage, Travel assistance and on-site support.
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?
Discover the Ultimate in Exclusive Family Wealth and Lifestyle Management
Contact us today to learn more about the Family Office package.