Multi-generational structures. Operated, not just designed.
Single-family-office set-up, governance frameworks, succession structures and the day-to-day fiduciary operation across the jurisdictions where your wealth actually sits.
Family offices are not corporate clients. They are not private clients either.
They are their own discipline. The structure that works for the founding generation often fails the second, and the structure designed for two siblings rarely survives the addition of three spouses and seven grandchildren. We design family-office structures the way they should be designed — with the next three generations in the room, not just the current principal.
Four conversations every family office has.
Should we be a single or multi-family office?
Generally above $75M an SFO makes sense; below that an MFO usually dominates. We model staffing, technology, governance and tax-residency considerations for both.
Where should the holding vehicle and the family sit?
UAE, Switzerland, Monaco, Singapore, Liechtenstein, Cayman — we model jurisdiction-of-the-family separately from jurisdiction-of-the-assets.
How do we transfer to the next generation without losing the structure?
Trust, foundation, reserved-power and protector mechanics. We draft the family charter in plain English and the legal documents to back it.
Who runs it day-to-day, and on what budget?
Outsourced fiduciary, in-house executive, or hybrid — we cost each model and operate the structure ourselves where the family prefers.
The service lines this audience uses most.
Each service is owned by a named director. The same services exist across our full firm — these are the ones this audience engages most often.
Family Office Advisory
Single- and multi-family office set-up, governance and operations across jurisdictions.
Trusts & Foundations
Discretionary, fixed-interest, purpose, and reserved-power trusts. Panama and Nevis foundations.
Fiduciary & Compliance Coordination
Independent directors, AML programme design, economic substance and middle-office coordination for offshore structures, delivered through licensed counterparties.
Tax Residency Planning
Establish defensible tax residency in zero-tax jurisdictions. UAE, Monaco, Cayman and more.
Investment Funds
Fund structuring, manager compliance and lifecycle administration across Cayman, BVI, Bahamas, Luxembourg and the UAE.
Gold & Bullion Storage
Allocated, segregated bullion storage in non-bank vaults across four continents.
Real Estate Structuring
Hold prime real estate through compliant SPVs in tax-efficient jurisdictions.
The jurisdictions this audience uses most often.
We hold active relationships with formation agents, regulators, banks and counsel in each. Other jurisdictions available on engagement.
Residency and citizenship routes that fit this audience.
What family offices ask in the first call.
Discuss a family-office retainer
Five days to a written diagnosis. Eight weeks typical to implementation. Director-led throughout.