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Cybersecurity & Reputation
Risk Strategies: A specialty insurance brokerage and risk management firm that helps businesses and individuals manage complex risks. They provide tailored insurance solutions, risk assessment, and mitigation strategies across various industries, including family office cybersecurity, healthcare, professional liability, and private wealth management.
Succession Planning & Governance
DLA Piper: Guides high-net-worth individuals and family office principals through succession planning, estate, gift, and income tax considerations, ensuring smooth wealth transitions.
Private Banking & Credit Solutions
UBP Family Office Services: Committed to providing high-level guidance designed to protect, grow and manage your family’s wealth across generations. UBP also have bespoke Chinese family office services
Family Office Software
SS&C Family Office Services: Eliminate cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs.
Regulatory & Compliance
Burges Salmon: Offers expertise in international tax law, advising clients on compliance with various regulatory frameworks and tax obligations across jurisdictions.
Estate Planning & Tax
- Loeb & Loeb LLP: Offers comprehensive family office services in international trust and estate planning, assisting clients with cross-border tax, trust, and estate matters.
- Irwin Mitchell: Provides extensive advice on cross-border tax planning, including domicile and residence considerations, tax-efficient structuring, and compliance.
Family Office Insurance & Risk Management
HUB International Limited: Risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions
Family Governance, Education & Recruitment
Cresset Capital: Provide direct support to families across a variety of areas, including Facilitation of Family Meetings, Philanthropic & Impact Advisory, Next Generation Education, Career Coaching and Financial Literacy
Alternative Investments
PGIM Alts: A Global leader in Alternatives - Secondaries, Commodities, Agriculture, Private Credit, Private Equity.
DOB Equity: An evergreen fund with all proceeds from investments being reinvested, making DOB Equity a true long-term growth partner for its portfolio companies.
Creadev: An evergreen investment company operating worldwide, supporting companies able to scale up and become global best players in their sector. The company is backed by the Mulliez family, who share their global footprint network and their entrepreneurial spirit.
Ceniarth: A single-family office focused on funding market-based solutions that benefit underserved communities. Through a range of investing activities, we provide capital to enable the deployment of products, services, and support that directly impact marginalized, primarily rural, populations.
Digital Assets & Currencies
Crypto.com: A Singapore-based cryptocurrency exchange offering services such as an app, exchange platform, non-custodial DeFi wallet, NFT marketplace, and direct cryptocurrency payment solutions.
Administrative & Operational Support
Bolder Group: An independent global service provider of corporate, funds, governance and private solutions to asset managers, corporations, multinationals, as well as high net-worth individuals. Bolder is present in 18 countries.
Lifestyle & Concierge Services
Maison Benjamin: Provide family offices access to their wide network of lifestyle & travel services solutions that extend beyond your investment needs.
Outsourced Solutions
DAPM - Dynamic Assets & Performance Monitoring SA: Established in 2002 and is headquartered in Geneva, Switzerland. The company combines the best of technology and financial expertise to deliver a best-in-class family office offering.