Our Multi-Family Office

A family office is a private wealth management advisory firm that serves ultra-high-net-worth individuals (UHNWIs) and their families. Family offices provide a comprehensive range of services and solutions to manage, preserve, and grow the wealth of these families over multiple generations. The primary goal of a family office is to centralize and coordinate the management of the family's financial and non-financial affairs while also addressing their unique needs, preferences, and long-term objectives.

There are two main types of family offices:

  1. Single-family office (SFO): An SFO is dedicated to serving the needs of a single wealthy family. It is typically established and funded by the family itself and is customized to address their specific requirements.
  2. Multi-family office (MFO): An MFO serves multiple families, offering a shared platform for wealth management services. MFOs can be more cost-effective due to econoat mies of scale and shared resources while still providing personalized services.


The services provided by our family our office can be broadly categorized into the following areas:

  1. Financial and investment management: Family offices manage the family's investment portfolios, which can include a diverse range of assets, such as stocks, bonds, mutual funds, real estate, private equity, and alternative investments. They develop and implement investment strategies based on the family's risk tolerance, financial goals, and time horizons.
  2. Tax planning and advisory: Family offices help families optimize their tax strategies, minimize tax liabilities, and ensure compliance with tax regulations across different jurisdictions.
  3. Estate and trust planning: This involves setting up and managing trusts, wills, and estate plans to facilitate the transfer and preservation of wealth according to the family's wishes, while addressing tax implications and potential legal issues.
  4. Risk management and insurance: Family offices assess and manage various risks associated with the family's assets and provide advice on suitable insurance products to protect their wealth.
  5. Philanthropy and impact investing: They assist families in developing and implementing philanthropic strategies, setting up charitable foundations or trusts, and identifying impact investment opportunities aligned with their values and objectives.
  6. Family governance and education: Family offices play a role in advising on family governance structures, succession planning, and fostering financial literacy among family members, ensuring the continuity of wealth across generations.
  7. Legal and regulatory compliance: They help families navigate complex legal and regulatory issues related to their wealth, including coordinating with external legal and tax advisors as needed.
  8. Lifestyle and concierge services: We also provide non-financial services, such as managing properties, coordinating travel arrangements, security and overseeing household staff.


Our Family office is staffed by a team of in-house professionals or outsourced to external experts, depending on the family's preferences and requirements. The team includes investment managers, tax and legal advisors, risk management specialists, and other professionals with expertise in various aspects of wealth management and security.