Structuration and implementation of a Single Family Office
A family based in Europe with important private and corporate assets, notably in the plastic processing industry, disposes a division for several hundred million euros.
After international consultations with private bankers, the family decides to create its own dedicated Family Office.
- Creation, setup, organisation and development of a Family Office with the financial management of the liquid assets as the main priority.
- In-house management of the financial and legal coordination following a change to the fiscal residence of certain members of the family.
- Development and management of a dedicated team of 12 professionals based à Paris, Luxembourg, Rio de Janeiro and Singapore.
- Design and development of analytic tools and operational control of the risks and performances.
- Organisation of an advisory platform for asset allocations and product selections.
- Portfolio planning with long term performance.
- Setup of a "Private Investment Bank" team comprised of 3 team members assigned with advising the family on many strategy based operations.