Advisory

Risk Management and Insurance Services.

This is a service that has assumed a more important role in recent years because of the financial crisis of 2008-09 and the subsequent fallout. It will be a crucial service for family offices in the future as well. Our services include:
  • Risk analysis, measurement and reporting.
  • Assessment of insurance requirements, policy acquisition and monitoring.
  • Evaluation of existing policies and titling of assets.
  • Evaluation of security options for clients and property.
  • Formulation of disaster recovery options and plans.
  • Protection of assets, which could involve the use of offshore accounts.
  • Development of strategies to ensure hedging of concentrated investment positions.
  • Physical security of the family.
  • Data security and confidentiality.
  • Review of social media policy and the development of a reputation management strategy.

Compliance and regulatory assistance

Family offices need to ensure strict compliance with regulations pertaining to investments, assets and business operations. Necessary services may include:

  • Providing auditing services for internal issues.
  • Establishing a corporate governance mechanism.
  • Ensuring a high level of staff hiring.
  • Group performance monitoring and compliance.
  • Offering recommendations on independent and board advisory formation.
  • Strengthening the regulatory investment process
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