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