Family Business Consulting

This service aims to help families sharing businesses preserve business relationships while maintaining healthy non-business relationships. These services include 

  • Conflict Resolution
  • Family meetings and retreats
  • Family governance

Training & Education

Much of this revolves around the education of the next generation on issues including wealth management and financial literacy, as well as wider economic matters. These services include: 

  • Organizing family meetings.
  • Ensuring family education commitments.
  • Coordination of generational education with outside advisers.

Administrative Services

Administrative services or back-office services are essential to the smooth running of our clients’ wealth management activities. These services include:

  • Support on general legal issues.
  • Opening bank accounts.
  • Bank statement reconciliation.
  • Referrals and management of legal and accountancy firms.
  • Payment of invoices and taxes and arranging tax compliance.
  • Bill payment and review of expenses for authorization.