THE SINGLE-FAMILY OFFICE JOURNEY
INCEPTION . INCUBTION . HANDOVER
In our first conversation, together, we establish your needs, current position and aspirations, taking into account your banking and legal frameworks, as well as wealth management, including IPS and portfolio. We manage your day-to-day administration, taxes, and other administrative tasks. Additionally, we offer advice on legacy planning and managing heirs.
Your banking and legal structuration as well as wealth management (IPS and Portfolio).
We handle your taxes, admin and day-to-day administration.
Guidance with legacy and Heir Management.
Once structuration is completed - Your Private Office is operational, Wealth Management is set up, your Legacy readied and Family Governance is in place, we move into the incubation stage.
Together with you, we ascertain if The Family would like to retain the existing offer, provide a newly trained in-house officer or possibly train someone in their family.
Education & Training
ADVANCED WEALTH MANAGEMENT
Intra FO cooperation
Family business advisory
Portfolio company advisory
From Maiestas, to the Family Officer to the BO.
Continuous care involves formalizing the relationship through regular agreed checks over a specified period of time. The Family Officer, on the client's request, collaborates with third parties for appraisals, ensuring they are fully aligned with the Family's interests. This collaboration encompasses the relationship between the Family Officer and Maiestas, the Family Officer and the client, as well as all third parties involved.
CODYFYING THE RELATIONSHIP
Maiestas & client
The family officer & Maiestas
The family officer & client
All third parties
FULLY ALIGNING WITH THE BO
Regular agreed checks for a period of time
Family Officer and third party appraisal at client request
*Timeframe truly depends of starting points, client execution capability and magnitude requirements