Fiduciary, Trust, and Private Office

As an independent trustee, we can place a variety of assets into different structures – from bankable to operating businesses and lifestyle assets.

We have deep expertise in creating and managing various fiduciary and corporate structuring tools.

We can perform a range of different functions including trusteeships, protectorships, board memberships, and executorships.

Gain more control and transparency over your assets.

In partnership with a network of experts, we deliver rigorous reporting services including:

  • Investment reporting and controlling 
  • Accounting for trusts, foundations, and complex structures
  • Tax base reporting
  • Consolidating family wealth
  • Cash and expenditure planning (across generations)
  • Withholding tax recovery and related services

Every family is different, and every family needs a tailored approach to their private office.

We find the right approach for you.

We can offer strategic advice on how to establish and organize your family office. This includes:

  • Assessing the relative benefits of creating a family office or outsourcing select functions
  • Devising a business plan
  • Defining size, location, and functionality
  • Developing various policies (e.g. risk management, governance, estate planning and succession)

We can take over specific tasks, like hosting a SFO, (Single Family Office) or taking care of daily administrative tasks.

We can also help you assess and enable your philanthropic efforts. We can:

  • Help you understand if you should create a new charity, or benefit an existing one
  • Find the right charity partners to invest in
  • Bring robust accountability and evaluation to your efforts

Wealth Planning, Family, and Business Governance

Bring purpose and direction to your
wealth planning, family, and business
governance.

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Strategic Consulting

Gain insights and advice to
position your organization,
strategically and confidently.

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