Aggregating, structuring and optimizing private wealth.
Set up the organizational taxefficient and legal structure of the family office’s operating and holding entities.
Design and implement the family office’s functions including asset management, treasury, tax, legal, compliance and accounting.
Identify structural and operational inefficiencies and propose cross-functional corrective actions.
Advise on a wide range of family office services including global banking relations and stand-alone tax planning and structuring.
Advise on family office corporate governance structures and shareholders relations.
Act as an executive director, board member and owner’s representative on strategic assets.
Support on the disposal of crossborder strategic assets and businesses.