Services

Wealth management is the most advanced form of financial advisory services. A wealth advisor typically works with high-net-worth individuals to create a tailored investment strategy to help them manage their assets, protect and preserve catering for family inheritance and succession planning of assets and wealth

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Its remarkable economic growth has prompted a swift expansion in the number of ultra-high-net-worth individuals as well as their demand for family wealth management and inheritance. Only if family succession is referred to only can a family office not be separated from it. The "family office governance"  believes that the family office is a building block of intergenerational succession of Global Wealth Management. 

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Why set up a family office?

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There are five reasons why a family should consider setting up a family office:

The most important reason is that it is personal. A family office is tailor-made and — in contrast to other service providers — only works for one client, the family.

It also serves privacy. A family office allows a family to have all personal information in one secure place and accessible by only a limited number of people. The family office can therefore serve as the guardian and gatekeeper of the privacy of the family.

Prosperity is the third reason. As family wealth is spread over several family members of different generations with different needs, there will always be a need for a balance between wealth creation on the one hand and the financial needs of family members on the other hand.

Perpetuity. Family wealth usually serves a specific purpose. The family office can help the family in defining a clear family purpose and therefore support them in creating a legacy across the different generations.

Finally, a family office is also created to establish more professionalism. There clearly is a trend for families to manage their wealth in a very professional way, as a business on its own, with a dedicated team of experts. As family wealth and family businesses are getting more international, professionalism is key.