Family office
WMG Capital provides its clients with a comprehensive range of family office services and a consultancy practice for the constitution and the implementation of Family Governance policies as well as management support to Family Office structures.
Customized family office services:
Our clients benefit from a holistic and customized approach in close coordination with our clients’ existing banking relationships / providers, including:
- Global reporting, consolidated statements and reports, and bank fee analysis
- Global Asset allocation analysis and risk management of the portfolio
- Due diligence on non banking investment managers and performance monitoring
- Trust services, corporate and administrative services legal and tax planning
- Private and corporate insurance policy portfolio analysis and optimization
- Private property management
Family governance consultancy:
We provide Advisory support to deal with the complexity of managing Family affairs.
- Family constitution and Governance
- Family office incubation and implementation
- Educational programs for Nex Gen
- Philanthropy Planning
- Art & Culture