Family Office Services
In addition to providing a full range of trust and corporate services, Opus Family Office Services can advise you on a range of areas that help ensure your assets – financial and otherwise – are better monitored, managed and protected.
Through our own in-house knowledge base and experience, and our network of professional contacts in related fields, we can provide an effective platform from which to better control and manage your assets.
These services range from strategic wealth and estate planning for family members, family governance planning and the preparation and implementation of ‘family constitutions’, to many other activities, including:
- Personal banking arrangements
- Organising investment management and portfolio reviews
- Orchestrating real estate purchase, sale, insurance and management
- Philanthropic activities
- Arrangement of personal security
- Insurance planning
- Arranging the acquisition, management or disposal of private planes, yachts, fine art and other collectibles
- Unique investment opportunities
Discretion in dealing with these areas for our clients is naturally paramount.
For full details of our family office services, click here.
Downloads
View our Digital Brochure
Family Office Services
A tailored approach to orchestrating many of the financial and lifestyle needs of the modern day client.
International Planning Guide
Key considerations and guidance in dealing with one’s own wealth.
Family Governance Fact Sheet
The key issues, and methods used to protect and enhance a family’s wealth.