Protect Your
Most Valuable
Asset: TIME
Optimizing Your Time to Pursue What Matters to You Most
A shared services experience in a cost-efficient Family Office. Barrons Top Advisors. Unique investment access, long-term planning, and lifestyle services. A new paradigm to reinvent the way you experience wealth.
Centralize Your Wealth
The Resources You Need At Each Step of Your Journey.
Confidentiality
High-net-worth-individuals (HNWIs) are highly sensitive to maintaining confidentiality for a variety of legitimate reasons. Setting up their own SFO or hand-picked MFO gives them the confidence and peace of mind that their information and data is being kept confidential.
Trust
Often HNWIs will employ professional advisers who they have worked with for some time and who they have grown to trust with their affairs. By engaging those advisers directly in their own family office, they can maintain that trusted relationship.
Independence
By employing their own staff or engaging with an independently owned MFO, HNWIs can ensure that their family office’s interests are closely aligned to their own with no conflicts of interest.
Time Saving
Most wealthy families quickly realize that with great wealth comes the burden of managing that wealth. In this sense, time is truly precious and a family office may be used to manage personal homes, luxury assets, take care of travel arrangements and deal with what can sometimes be sensitive tasks
Cost Saving
Not only can the family office therefore provide a more holistic solution, it can also be more cost effective than utilising a range of external advisers
Accountability
HNWIs want the staff reporting to them to be directly accountable for their actions. Consistency of personnel and a ‘long life’ employer-employee relationship means that family office staff understand the long-term effect of their role and actions.
Felixibility
As the staff are reporting directly to the HNWI in an SFO or based on a bespoke service agreement in an MFO, their roles and responsibilities can be as flexible and varied as the HNWI requires.
Tailored Service Based on Full and Historical Knowledge
The staff of the family office can know the whole picture – the tax and legal structure, the likes and dislikes of the HNWI and their family, together with a very deep, personal and historic knowledge of the family’s affairs which means that the service offered can be extremely personalised.
ENJOY THE WEALTH YOUVE EARNED
Remove the stress of everyday life and replace it with elevated expectations.
+ Custom Travel
+ Private Aviation
+ Bespoke Experiences
+ Cybersecurity
+ Household Staffing
+ Healthcare Advocacy
+ Concierge Medicine
+ Preferred Access
Direct Private Investments
ACCESS CURATED FOR YOU
Sourcing opportunities not typically available to individual investors. Providing an ecosystem of private market opportunities.
Streamline Your World
We built to provide opportunities which were once only available to multi-million-dollar families. Our shared services platform delivers the same resources and experiences at a fraction of the cost.
Fernando Vildosola | Co-Chairman
Who Needs a Family Office?
Designed for You
CEO FOUNDERS & ENTREPRENEURS
WEALTH CREATORS
PRIVATE EQUITY & VENTURE CAPITAL PARTNERS
NEXT-GEN INNOVATORS
A Family Office Can Help Simplify Your Life
EXPERT INSIGHTS
Access Top Advisors. From an Award-Winning Family Office
