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THE SINGLE-FAMILY OFFICE JOURNEY

INCEPTION . INCUBTION . HANDOVER

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YEAR 1-2

INCEPTION

​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.

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STRUCTURE

Your banking and legal structuration as well as wealth management (IPS and Portfolio).

PRIVATE OFFICE

We handle your taxes, admin and day-to-day administration.

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FAMILY GOVERNANCE

Guidance with legacy and Heir Management.

YEAR 3-5

INCUBATION

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. 

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NEXT GENERATION

  • Role Definition

  • Education & Training

  • Philanthropy

  • Active legacy

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ADVANCED WEALTH MANAGEMENT

  • Club deals

  • Private dealings

  • Intra FO cooperation 

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PRIVATE AFFAIRS

  • Personal advisory

  • Family business advisory

  • Portfolio company advisory

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LIFESTYLE MANAGEMENT

  • Real estate

  • Trophy asset

  • Physical mgmt.

YEAR 4-6

HANDOVER

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.

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CODYFYING THE RELATIONSHIP

  • Maiestas & client

  • The family officer & Maiestas

  • The family officer & client

  • All third  parties

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FULLY ALIGNING WITH THE BO

  • Continuous care

  • 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

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