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Focus On Defined Success For Your Family

Holistic Wealth Solutions Tailored For Your Family

If you have investible assets in excess of USD 10 million, you are likely to have financial concerns beyond investment returns or lower transaction and interest costs. Hidden issues might potentially wipe out the family wealth if you don’t have a comprehensive plan. We provide a range of solutions that are aligned with your needs, ensuring that your family legacy can be passed down beyond your generation.

1. Tax and Legal Advisor Coordination

Legal fees can be incurred when there are disputes over family wealth and tax liabilities when taking over an offshore property. We anticipate these needs and provide advice and coordination with the necessary stakeholders.
Tax And Legal

2. Banking Management

You might have multiple accounts with various banks which are each being managed separately. FAM works in synergy with leading private banks as an independent asset manager, managing communication between banks and helping to simplify the consolidation of your wealth management.
Banking Management

3. Family Legacy and Governance Advisory

Significant risks are present in failing to safeguard family wealth when the owner passes away or in the event of forced liquidation of the family business due to the lack of a proper succession plan. With decades of experience representing regional ultra-high net worth clients, we construct succession plans that fit your family’s needs in a holistic manner.
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