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Services

Multi-Family
Office

A multi-family office is the operational and advisory backbone of a private client's international life. We act as a single point of contact for managing the capital, structures, residency and personal affairs of high-net-worth individuals and their families — across Europe and beyond. This includes the operating businesses, holding entities and investment vehicles through which the family's capital is held and deployed.

The mandate is long-term, confidential and tailored to each family. Our role is to coordinate, decide and execute — so that the principal can focus on family and business, not administration.

01

Capital and Structure

Building and maintaining the international architecture through which private wealth is held, deployed and protected — including the family's operating businesses and holding entities.

  • Holding, investment and operating structures across Cyprus, the UK, Luxembourg, the BVI, Switzerland and other jurisdictions

  • Incorporation and ongoing administration of group entities

  • Tax residency and cross-border planning

  • Coordination of corporate service providers, lawyers, tax advisors and auditors on the client's behalf

  • Substance and regulatory compliance across the family's structures

02

Investments and assets

Sourcing, executing and managing investment opportunities across asset classes — with a particular focus on real estate.

  • Investment transactions and M&A support

  • Real estate: sourcing, due diligence, acquisition and ongoing portfolio management

  • Private banking relationships and account opening

  • Cash-flow, liquidity and treasury management across the family's structures and operating businesses

03

Residency and immigration

Coordinating the legal pathways through which families establish themselves in their chosen jurisdictions.

  • Cyprus Permanent Residency by Investment

  • Portugal residency programmes

  • Other European residency and citizenship-by-investment routes

  • Coordination of family relocation, including dependants and household

04

Personal and family affairs

Day-to-day administrative support for the family, beyond corporate and investment matters.

  • Administration of private real estate (residence, rental, holiday homes)

  • Personal banking support

  • Coordination of children's education abroad (UK, Switzerland and other jurisdictions)

  • General representation and ad hoc support on personal matters

HOW

A MANDATE

BEGINS

Every Multi-Family Office mandate begins with a scoping conversation, without obligation, to understand the family's current situation and priorities. If we conclude that we are a fit and this decision is mutual, we prepare a written engagement outlining the scope, cadence and terms.

Mandates typically formalise over 4–8 weeks from initial conversation to signed engagement letter. From there, the practice begins its work.

NO NEED FOR
A FULL MANDATE?

Some clients engage us for specific projects rather than long-term coordination. Explore our Standalone Solutions.

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