Oneworld Global Business Services

Family Office Wealth Management Services

Family Office Services

The lives of high net worth individuals and wealthy families may be complicated, but their finances need not be. It is our mission to assist our clients with most of the tasks associated with managing their wealth and help them to define and achieve their personal and financial goals.

With wealth comes responsibility: to manage complicated international assets, to provide for extended families and to invest wisely. You might be thinking of retiring early, to enjoy what you have built or to pass on to subsequent generations. All of these things depend on protection, preservation and maximising your assets.

Our Multiple Family Office offers customised interdisciplinary services and caters to a unique set of family group needs. Whether it is estate planning, property management or trust administration, we ensure that your affairs are structured as tax efficiently, flexibly and simply as possible. Utmost discretion and professionalism of our team guarantees confidentiality from family to family, and within families.

We first dedicate ourselves to understanding your priorities and aspirations, before offering integrated services that deliver. Our trust and tax structuring experts advise you on efficient local and cross-border structuring and help with estate planning, probate formalities, tax mitigation, wealth succession and remuneration.

An increasing number of high net worth individuals all over the world are opting for a family office to administer their wealth. Our extensive experience in professional and financial services is made available to you and we make sure you receive a dedicated and personable service. Our team consists of corporate and fiduciary advisors, private lawyers, international tax consultants, financial advisors and administrators who will be looking after your affairs on a day to day basis. You will be able to draw on our multidisciplinary expertise and highly qualified staff, your financial reports will be delivered in a simple, easy to understand format and we will hold regular meetings with you when required.

We provide the following:
  • comprehensive financial oversight of your private financial assets
  • regular management of illiquid assets, such as real estate
  • administration and management of your estate with little supervision
  • tax and financial advice
  • comprehensive monthly report of assets and estate activity
We are independent and our advice is unbiased and free from conflicts of interest.

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