We integrate the asset protection and investment management services in our multi-family office business.
We help our clients in family office planning and structuring, asset allocation, cash management, and administrative maintenance.
- Discussing the asset ownership structure (whether incorporating trust structure)
- Comparing trustees (bank trustee vs independent trustee)
- Determining the jurisdiction of trustee, administrator of the trust, and trust law
- Selecting suitable legal and tax advisory services
- Constructing the custodian structure for different asset classes
- Constructing the private bank account structure
- Allocating assets
- Managing the investment strategy and investment guidelines and restrictions
- Short-listing investment managers
- Conducting liquidity and cash management