Family Offices

We have assisted and continue to assist a Family office in Europe with:

  • Specifying, researching, selecting and negotiating with suppliers of back office business systems for portfolio management archives.
  • Identification, assessment, negotiation and acquisition of stand alone and portfolio investments in European property, including holding structures. Post acquisition involvement in assessment, rent reviews and exit strategies.
  • Periodic consolidated reporting on investment portfolios and business entities including agreed performance measurement criteria.
  • Periodic meetings and briefings with external Investment Managers such as Morgan Stanley, UBS, Goldman Sach, GAM and SG Hambros.
  • Managing the process of establishing and launching a new trust with "Grantor Trust" status while also supervising the termination of a discretionary trust.
  • Assisting with periodic investment strategy reviews.
  • Assisting with the development of a charitable given plan.
  • Advising and managing the preparation and execution of a UK will.
  • Advising on succession planning and future corporate structure of a family owned enterprise.
  • Evaluation of private equity investment opportunities in shipping and mining. Including selection joint venture partners.
  • Executive coaching of next generation family member engaged in building up an investment property portfolio.
We are assisting in the establishment of a new Family Office in London. Including:
  • Sourcing a property to operate from.
  • Implementing a total IT solution which dovetails with other family interests abroad.
  • Structure.
  • Recruitment.
We are consulting in the development of a family/corporate HQ in London.