Our Services

Family Office Services

Key Contacts

Ian Ledger

Director

Nicolas Jouan

Client Director

Geneva

Albert Ng

Director

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