Our Services

Family Office Services

Key Contacts

Ian Ledger

Director

Nicolas Jouan

Client Director

Geneva

Albert Ng

Director, CPA (HKICPA; CA CANADA); TEP; Dip(ITM)

Hong Kong

The expression ‘family office services’ in the wealth industry has come to stand for a varied and inconsistent array of offerings. To cut through this confusion, we offer the following services to complement existing single and multi-family offices, or support families who do not have their own centralised wealth management infrastructure.

  • Bespoke reporting – accounting and consolidated asset reporting
  • Investment support – performance monitoring and coordinating manager selection processes
  • Family-owned trustee and fiduciary solutions
  • Relocation support for families moving between jurisdictions
  • Family governance support services
  • Project coordination – for example, where a transaction involves multiple service providers

 

Other Services