FAMILY OFFICE INCUBATION
OUR APPROACH
From set-up to day-to-day operation: a family office in your size. We build your single family office — structure, processes, key people — and hand it over to you ready to operate. For families that do not need a family office of their own, we take on the function ourselves, permanently or as an interim solution.
COORDINATION, CONTROL AND REPORTING
For families that do not need a family office of their own, we take on the function: coordination of banks, lawyers, tax advisers, auditors and insurers; control of mandates, fees, deadlines and contractual terms; consolidated reporting across all banks, vehicles and holdings; wealth planning in the overall picture; an annual review of structure, governance and costs.
One point of contact — you no longer have to manage every provider yourself.
YOUR CONTACT
INCUBATION
Structuring
Vehicles, set-up, banking relationships, mandate design.
Administrative set-up
Processes, governance, selection of lawyer, tax adviser and auditor.
Family officer
Selection and training of a trusted person, from your circle or provided by us.
Governance
Family governance and preparation of the next generation.
Handover
Management passes to you; we remain available as counsel.
Three single family offices built in the last seven years.
BEYOND THE NUMBERS
Estate Planning and Relocation
Succession arrangements, beneficiary clauses, foundation and insurance solutions, preparation of heirs; coordination with lawyers and tax advisers across jurisdictions. Change of residence to Liechtenstein, Switzerland or abroad, with structures set up before the move where sensible.
Lifestyle and Estate Management, Brokerage
Real estate, yachts, aircraft, cars, art and collections: ownership structures, management, insurance, succession; discreet brokerage when you buy or sell. Everything consolidated in the family office reporting.
FAMILIA, PROVISO, ROBUR
Maiestas Services Aktiengesellschaft