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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.

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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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