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Family Office
The idea behind a Family Office is to give legal, financial and professional management structure and direction to  the Family’s wealth and relationships among its members.

 

The ultimate objective is the preservation, increase and right administration of the Family’s assets for future  generations.

 

Guarantee not only the increase and preservation of family heritage in the short, medium and long term, but also the implementation of an optimal  family government policy that facilitates and regulates the decision-making process.

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"Our integral  approach to Family Office starts from identifying family objectives to build tailored solution"

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Tatiana Mendoza.

Strategic , Regulatory & Marketing Consultant.

Undertake YOUR Challenges​
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  • Family objectives

  • Family Corporation

  • Family governance, processes and protocol

  • Wealth & Succession structuring, plan and management

  • Wealth Building support

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OUR SCOPE
Family Office

  • Budgeting

  • Liquidity & expense management

  • Bill payment

  • Collectibles

  • Lifestyle arrangements

  • Security management

Lifestyle, Household &

Liquid Assets Management

DAY TO DAY FINANCES

  • Accounting

  • Taxes

  • Financial Reporting

  • Financial strategy & administration

Financial

Planning & Reporting

MID-TERM FINANCES

  • Asset management

  • Succession, retirement and legacy planning

  • Trust management

  • Philanthropic management

Wealth

Management

LONG-TERM FINANCES

Financial & Wealth Management Office (Personal, Family or Company): CFO

Advisory Office (Personal, Family or Company): CEO

Brand &

Reputation

Management

  • Branding
    development & management

  • Reputation planning & management

  • Philanthropic agenda

Family or

Ecosystem

Relationship

Management

  • Family governance

  • Decision making processes

  • Meeting facilitation

Business

Consulting

  • Projects evaluation

  • Business Plan development

  • Management consulting

Legal &

Insurance

Services

  • Individual, familv & company legal support

  • Insurance strategy and management

OUR APPROACH
Family Office

Understanding

of Family objectives

Current Structures

Strategy

Development

Execution

DAVOS Group team gather information to review

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Legal Structure

  • List of legal entities and assets

  • Company constitution documents

  • Property documentation

  • Company purpose description

  • Directors, shareholders

  • Organizational structure

Financial Structure

  • Financial Statements (L3Y) - Legal entities

  • Income tax return (entities and members)

  • Bank statements (entities and members)

  • Loans or notes

Insurances

List of current advisors

To be conducted:

  • Members profile questionnaire

  • Objective-Priorities-Risks-Pain point interview (5)

  • Internal multi-functional team review legal, financial and family structure, roles and needs

  • Meeting (s) with family to define strategy and family office proposal

  • Feedback and final proposal

  • Identification and recruitment of dedicated and in-and-out resources

  • Training when needed

  • Set-up of objectives

  • Set-up of initiatives and processes with family members

Tailored

Solution

  • Yearly reviews with family

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