What services do Our multi-family offices offer?
Unlike traditional wealth management firms, Our Innovative Family Office (MFOs) provide a wide range of services, including investment advice, reporting, and succession and estate planning.
These services encompass:
Wealth management and planning: Developing strategies to safeguard and grow wealth, aligned with broader family goals.
Investment advisory: Providing expert advice on portfolio management, including private market investments.
Tax planning: Optimising wealth structure for tax efficiency.
Estate planning: Ensuring smooth asset transfer and resolving succession matters.
Risk management: Identifying and addressing potential financial risks.
Our MFO also compete with private banks by offering highly tailored services. We personalise our solutions to meet the distinct needs of the families we serve, offering exclusive opportunities and custom investment solutions.
The advantages of working with a multi-family office
Cost efficiency and streamlined services
MFOs offer a cost-effective option for affluent families by enabling them to pool resources, benefiting from economies of scale. This collaborative approach results in lower costs, streamlined financial operations, and direct access to exclusive private market investments through private equity or multi-asset class funds.
Expertise and specialisation
MFOs bring together a team of financial specialists, each focused on specific areas. This expertise is invaluable in managing intricate financial issues and providing personalised attention, especially when compared to the high turnover of relationship managers at private banks.
Comprehensive wealth oversight
MFOs take a holistic approach to family finance, integrating everything from investment strategies to family values with the aim of preserving and growing wealth. This full-service model ensures all financial activities align with the family’s long-term vision.
Technological advantages
MFOs allow families to leverage advanced technology, providing access to sophisticated digital platforms that offer in-depth insights into their investments, facilitating informed decisions and efficient portfolio management.
Governance
MFOs help families establish a robust governance framework tailored to their specific needs and goals. This includes defining decision-making processes, establishing clear roles within the family, and creating effective communication channels. MFOs support families by fostering transparency, accountability, and alignment among family members.
