Family office
Why Family Office
This is a question that many have already answered by setting up family office.
Baton of managing and growing family business passes from generation to generation. Transferring legacy to the next generation is the Key, with the aim to ensure continuity. In the process, it is imperative to maintain adequate control over the assets of the family and the businesses.
Hence, this Concept of Family Offices to Plan, Govern and Manage.
Functionally, Family Offices are set up to –
Family Offices are generally split among three categories –
We define Family in a Unique way
Our Definition of Family
Future planning / Succession
Accumulation of wealth
Management & Governance
Independent / Impartial
Lasting / Perpetual
Yeilding
CHECK LIST FOR FAMILY OFFICE
CHECK LIST DEVELOPED BY ZTI FOR FAMILY OFFICE
- Tax Returns & Assessments
- International Relocation
- Real estate Structures
- Double Tax Treaty Planning
- Family Assembles
- Family Council
- Family Constitution
- Investment Mandate
- Consolidated Reporting
- Private Equity
- Investment Strategy & Asset Allocation
- Grant-making foundation
- Giving strategy
- Gifts during lifetime
- Life insurance
- Estate planning
- Company continuity
- Succession planning
- Nominee services
- Trust administration
- Corporate Incorporation
- Aircrafts & Yachts
- Corporate Documentation
- Real Estate Management
- Structures
- Family Shareholding