Practice 01
Family Office
The quiet administration behind family wealth
Families accumulate structures: companies, trusts, properties, mandates with several banks. We hold the whole picture in one place, keep it moving, and make sure nothing depends on one person's memory.
What we do
01
Consolidated reporting
- Consolidation of accounts across banks, currencies and asset classes
- Performance and fee transparency at portfolio and total-wealth level
- Reporting packs for family meetings and boards
- Independent review of custodian statements
02
Governance & succession
- Family charters, decision rights and meeting rhythm
- Preparation and coordination of succession plans
- Board and committee support for family companies
- Onboarding the next generation
03
Administration & coordination
- Company and trust administration, minutes and filings
- Payments, liquidity planning and expense oversight
- Insurance, property and staff administration
- Central document register and access control
04
Adviser oversight
- Selection and monitoring of banks, managers and custodians
- Coordination of lawyers, auditors and tax advisers
- Mandate and fee reviews
- Consolidated calendar of obligations and deadlines
How we work
We do not manage money and we do not sell products. Our only role is to represent the family's interest in front of everyone who does.
All four practices