• 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