We provide 360-degree highly personalized solutions to High-Net Worth Individuals (HNWI) in managing all aspects of your wealth, from planning and defining investment strategy to selecting your financial services providers and catering to your various needs.
Family office services are typically offered to families with bankable assets of more than US$10 Million. The aim is to assist the members of the family in the following, inter alia:
- Oversee and manage multiple financial services providers from custodian banks to asset management firms, across multiple regions
- Advise on asset allocation
- Consolidate bankable and non-bankable assets with the aim of providing a single unified and customized reporting
- Monitor consolidated performance
- Scrutinize all investment proposals and check for suitability
- Double check compliance and suitability status for additional safety
- Keep account of the documentary paper trail with the providers
- Negotiate fees, terms and conditions
… all with a view of maximizing your benefit from your financial services providers, and reduce the resources to be employed by you in managing your wealth. Broadgate’s family office services team is dedicated to maximize your benefits in a cost-efficient way. Our Services: