Families with significant assets and investment holdings at some point in the family’s lifecycle would require a structure that helps to administer its assets, dispersed financial holdings and provide ease in management of the family’s affair whether personal, financial or for succession purposes. Hence the setup of a family office.
To secure the benefits of owning and operating a family office, we ensure that the structure is suitable for the family. For us, a family office’s success depends on the understanding and implementation of its five (5) qualitative capitals.
We work to facilitate the human capital of family members by enabling their ability to learn, grow and adapt. This also takes into consideration the legacy capital of the family that provides an intergenerational shared vision and identity for the family; the family relationship capital that ensures effective communication across generations Structural capital that enables a family to work within a network of partnership and trust and lastly, social capital that focuses on a family’s desire to use their wealth to make a positive impact in the world.
