For Wealth Owners and Potential Family Offices

Our Chartered members have worked with family groups in Asia to bring processes and customized solutions to the challenges of preserving family wealth. Armed with the Chartered Family Office Specialist (CFOS) certification, these specialists understand the complex needs of family offices and industry best practices, which makes them uniquely qualified to assist wealth owners and family office executives in the design and/or enhancement of their family office, and to navigate challenging transitions.

Do You Require Consulting?

1. You and your family have recently encountered new liquidity (sale of business, inheritance, etc), and are asking, "What should I do with this new liquidity?"
2. Is your family or client going through a significant transition, financial or otherwise?
3. Are you currently dissatisfied with the services provided by your current advisors and private bankers?
4. Do you need help to develop and document your vision and strategic plan for the family office?
5. Do you need expert inputs in developing a distinctive business strategy for your family offices?
6. Do you require assistance in designing and establishing a multi-family office?

Steps

1. We can help you identify and discuss your needs.
2. Allocate our Relationship Managers to help you through the process of set up either with our:
   1. CFOS Certified Charterholders
      
      
   2. Multi-Family Office Members in the event you choose to be part of a Multi-Family for costs reasons.
   3. Have sessions of discussions with other practitioners in any allied fields of disciplines as your needs may dictate.