FINANCIAL
Family Office
Our practice in family office is part of the firm's financial division. Below are the areas we cover and the type of matters we handle.
SCOPE OF WORK
- Wealth preservation for family businesses through proper accounting and tax compliance, and design of strategies to optimize tax obligations.
- Advisory on both Family Office models: the Single Family Office (SFO), which manages the financial and personal affairs of one family, and the Multi Family Office (MFO), which provides oversight and advisory across multiple families based on tailored solutions, knowledge and service.
- Advisory on implementing a Single Family Office — an organizational structure that manages the financial and personal affairs of a high-net-worth family exclusively according to its needs and preferences.
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