risk management practices and the
development of internal policies and
guidelines. Unfortunately, lack of
clear direction and structures affect not
only performances, but also communication
among family members.
a research-oriented office and focus on
value-creation. We will provide
advisory services to families on investments
including private equities, mergers,
acquisitions, and divestitures. We
will represent or perform due diligence
family office is a lot more than an
investment vehicle for family members.
It is also a place where in addition to
dealing with the needs and the wishes
of the family members, it deals with
legacies. We will act as advisors and will
assist family members with their
more children and family members live and
work in different countries. This increases
the complexity of operating a family office.
Taxation impacts many investment and estate
planning decisions. We will work with
your experts to assist your family's members
on taxation issues.
Retirement, Estate, Philanthropic and
Succession (TREPSTM) Planning.