Family Office Services
Comprehensive family office solutions in private banking
Core Services
Wealth Management
Comprehensive wealth solutions
- Investment management
- Asset allocation
- Risk management
- Portfolio optimization
Family Governance
Family structure and succession
- Succession planning
- Family constitution
- Next generation education
- Family meetings
Administrative Services
Daily operations management
- Financial reporting
- Tax coordination
- Legal services
- Lifestyle management
Family Office Structures
Single Family Office
Dedicated office serving one family
- Complete customization
- Full control
- Maximum privacy
- Dedicated team
Multi-Family Office
Shared services for multiple families
- Cost efficiency
- Broader expertise
- Shared resources
- Network effects
Bank-Integrated Office
Family office within private bank
- Institutional support
- Global capabilities
- Integrated services
- Banking synergies
Leading Family Office Providers
| Bank | Minimum Investment | Key Services | Family Office Type |
|---|---|---|---|
| | $1,000,000 |
| Multi-Family Office |
| | $5,000,000 |
| Multi-Family Office |
| | $10,000,000 |
| Multi-Family Office |
| | $5,000,000 |
| Multi-Family Office |
| | €1,500,000 |
| Multi-Family Office |
Benefits of Family Office Services
Comprehensive Oversight
Centralized management of family wealth and affairs
Customized Solutions
Tailored services meeting specific family needs
Generational Planning
Long-term wealth preservation and succession
Professional Management
Expert team handling all aspects of wealth