STRATEGY
Business and financial advisory
Beyond the asset management advisory, family offices will also provide advisory services on financing and business promotion. These will include:
► Debt syndication
► Promoter financing
► Bridge financing
► Structured financing
► Private equity
► Mergers and acquisitions
► Management buyouts
► Business development
Estate and wealth transfer
Family offices will be involved in business succession and legacy planning, enabling the transfer of wealth to the next generation. These services will include:
► Wealth protection, transfer analysis and planning related to management of all types of assets and income sources
► Customized services for estate settlement and administration
► Professional guidance on family governance
► Professional guidance regarding wealth transfer to succeeding generations
Training and education
Much of this revolves around the education of the next generation on issues such as wealth management and financial literacy, as well as wider economic matters. These services will include:
► Organizing family meetings
► Ensuring family education commitments
► Coordination of generational education with outside advisers
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