Acerca de

Many of our client families have decided to formalize a Family Office to serve the financial and professional needs of family members. We focus on helping families with decisions about structure, staffing, governing boards, leadership and trustee succession, engagement models across generations and family branches, financing, professional staffing, guiding values, risk assessment and service menu. family services.

 

Many of our clients have decided to formalize the figure of the Family Office to channel the financial and professional needs of its members.

 

In general terms, a Family Office is a service center that coordinates the requirements of the family, such as: investment management, estate planning, insurance, tax planning and filing of tax returns, legal services, management of workers for family, philanthropy activities and security.

 

The spectrum of services offered by the Family Office varies considerably, and depends both on the size of the family and on its degree of interest in collective financial management. Some families hire specialized professionals to appoint them as managers of the Family Office, while others choose to subcontract (outsource) several of these services and use the figure of a small Family Office to monitor and coordinate these tasks.

 

Initially, families pay considerable attention to their Family Office services and funding, but need encouragement and guidance in dealing with governance issues. We focus on helping families with decisions related to structure, staffing, boards of directors, succession of leaders and trustees, models of participation between generations and family branches, financing, professional staff, guiding values, risk assessment and the range of family services offered.

 

Once the Family Office is fully operational, we assist in coordinating the efforts of all professional specialists, both those working within the office and external providers, to enhance their performance and integration to the needs of the family. , while fulfilling their various responsibilities.