The primary goal of a Family Office is to preserve and grow the capital for high net worth individuals.  This goal is achieved through setting the investment strategy, structuring of investment assets, selection of favorable jurisdictions and tax planning.

Coordination of efforts of various financial and legal advisers is the essential part of our engagement aiming for efficient asset management. Below are listed some of the issues that a Family Office deals with on a regular basis:
 

1. planning and structuring of the holdings, selection of jurisdiction;
2. tax planning for cross-border transactions;
3. selection of optimal financing and cash flow structures;
4. interaction with investment bank brokers, asset managers and analysts as well as with directors of portfolio companies to execute contemplated transactions;
5. risk management – timely identification and mitigation of market and regulatory risks.
6.  

Within the scope of Family Office services we advise our clients on their investment strategy, portfolio allocation and exit triggers with regard to both marketable securities and direct privately-held business/start-up investments.