Your Questions, Our Answers
The concept of a family office dates back to the 6th century, where royal stewards managed the wealth of kings, a practice soon adopted by nobles and aristocrats. The modern family office as we know it began taking shape in the 19th century, with notable examples being the private offices established by the families of J.P. Morgan and the Rockefellers to oversee their vast fortunes.
The Rockefeller family office, in particular, still operates today but has evolved into a Multi-Family Office (MFO) model, offering services to other prominent families. In essence, MFOs centralize the management of a family's wealth, ensuring a comprehensive, holistic approach to financial affairs. While variations exist, the core principle remains consistent: offering tailored, exclusive services that bridge the gap between current and future generations of HNWIs.
Because sharing is caring! We pool resources for better services and lower costs, making wealth management a team sport.
With a fortress of strategy suggestions and by sharing knowledge and information we aim to help you maintain the long-term value of your assets by lessening market swings and avoiding bad financial decisions.
We provide a range of non-regulated services focused on research, advisory, and consulting, designed to support High Net Worth Individuals (HNWIs) and their families.
Our services include:
Investment Research & Consulting: Providing thorough research and independent consulting on investment opportunities, portfolio reviews, and asset allocation strategies.
Corporate Governance & Family Office Setup: Advising on best practices for setting up and managing family offices, including governance frameworks and operational consulting.
Risk Management & Asset Safeguarding Consulting: Helping clients identify and mitigate risks associated with wealth management through expert advisory services.
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