WE WELL KNOW WHAT WE DO in OUR FIELD. WHY CARE for the FAMILY OFFICE SPACE?    

“We are concentrated in one strategy: that strategy being that we allocate and operate via our “Venture Capital/Private Equity”. We well know what we do in this space and like to grow via this strategy only. When is one considered to be a family office? How do family offices invest? When do I establish one? How would I benefit from a family officer?”   

    

WE CONTINUE WITH GLOBAL INVESTMENTS – WHICH DESTINATIONS; HOW and WHY?    

“We are a family with assets in number of global jurisdictions. We are informed of FATCA, other rules and regulations. Which destinations and likely structures would be the right fit us for continued operations in short, medium, long-term and in consideration to which parameters?”  


WE ARE LOOKING FAVORABLY to CO-INVESTORS for OUR FAMILY INVESTMENTS. WHO WOULD BE the BEST-FIT ONES?  

“We are a family with assets mostly managed through our own family office, and are invested in businesses in emerging markets, too. Who would be the right co-investors along with us for our preferred strategies and targets?”   

   

WE ESTABLISHED a DEDICATED ASSET MANAGEMENT COMPANY for OUR ASSETS.  

“We are a family, having allocated a significant portion of our assets in liquid strategies through our own investment manager. The mandate of the investment manager is investing only. Other needs of the family are not addressed through them; their main role is to manage that portion of our wealth.”   


WE LIKE to LEARN from the BEST PRACTICES in the FIELD. WE HAVE EXPERIENCED that it is DIFFICULT to TRULY APPLY a MULTI-GENERATIONAL APPROACH.   

“Our family is well-familiar with the wealth management space: At one time, we even established an own charter and a structure. We found it difficult to execute a truly multi-generational approach though and bringing alignment around family issues & technical ones. We are happy to learn from best practices in the space.”  

   

WE ARE INTERESTED in GLOBAL INVESTMENT OPPORTUNITIES.   

“We are a conglomerate; with assets under numerous group companies and a large part of private wealth invested under company balance sheets. We may consider growing in alternative investing space globally; through acquisition of a best-in class alternative manager. Who would be the right acquisition targets for us?”  

 


WE LIKE to KNOW MORE ABOUT THE FAMILY OFFICE SOLUTION; WE ARE NOT YET FAMILIAR with IT.   

“You mention “family office”…What is a family office? What is the difference between a family office and a family business? Is family office solution the right one for us? For which portion of my wealth should I be thinking of a family office solution? How is private banking different from family office and that from asset management? How are family offices investing?”   

   

VALUES & STRUCTURES? PURPOSE of WEALTH?  

“We are second generation members in the family. Where should we start? What are family values that we need to pay attention to? What is the difference between a family constitution and a family wealth constitution? How effective are structures in maintaining governance? What do you mean by “Purpose of Wealth”? How do we bring in cohesion to our values and structures?”