Family Office SERVICE
TOTAL SOLUTIONS FOR WEALTHY FAMILIES
Owners of significant fortunes face increasingly complex challenges in managing their wealth in all its forms. Whether you have a Family Office or not, our multi-jurisdictional and multidisciplinary team of experts can help you and your trusted advisors develop a comprehensive, integrated and more institutional approach to managing your family's wealth.
MSB Global Capital
Whether you are a business or investment owning family, a strategy is needed if family wealth is to be protected and enhanced from generation to generation. We can advise on creating a family governance model to protect your family, wealth, business and ownership interests over the long term.
Our team can also assist with structuring your philanthropic activities. Creating charitable foundations, defining your objectives, managing them effectively and involving the next generation can be a source of great satisfaction for wealthy families.
Investments made to measure - Our specialists can assist you to establish a strategic asset allocation which meets your objectives and risk preferences. We can also advise on selecting third-party managers, monitoring their performance and, if necessary, amending the strategy with you.
From complexity to simplicity - We offer dedicated solutions for large wealth owners, allowing them to build an operational set-up that matches their needs. From custody of assets (global custody or ex-custody solutions), tailored reporting, digital access to trading (direct access to the trading desk), we can provide dedicated solutions to help you control your wealth within a tailor-made operational platform.
Whether you are growing your business or handing your hard work on to future generations, we build all-encompassing, tailor-made wealth strategies robust enough to deal with whatever the future holds in store. MSB Global Capital has been helping clients to build their businesses, shape the lives they want and forge the legacies they seek.
Preserve and Protect Your Wealth - A successful legacy is built on getting two things right: how your wealth is structured and how your family is involved. With our care and experience in planning and governance, you can be assured that your legacy will be handed on seamlessly.
The way in which you hold your wealth and the tax and legal implications of your circumstances are as critical to your long-term financial success as your choice of investments. Our wealth planning service can help you assess your situation and review whether your current arrangements are adequate to meet your objectives – for you, and for future generations. Working with our trusted network of external specialists, we can analyse your legal and tax situation, and review your options.
Growth your wealth and business strategically - Together we can define a growth strategy that works for you. It must reflect your ambitions and priorities, and the degree to which you want to be involved. Tailored to suit you, we offer the investment expertise and careful execution that have kept the fortunes of our clients growing for centuries.
Once we have understood your objectives, our investment specialists will help you translate them into an investment strategy and propose a strategic asset allocation to achieve your goals through:
Objectives and investment strategy
Investment policy and asset allocation
Portfolio structure and your involvement
Private equity, hedge funds and real estate
Access to our investment specialists
Design your asset allocation
In our role as trusted Wealth Management Partner, our core activity consists in accompanying you throughout the lifecycle of the investment process, leaving you the flexibility to define your degree of involvement.
While you decide the scope of advice, interaction and monitoring, our solutions shelf has been designed to ensure that you understand and are comfortable with the investment strategy and decisions discussed.
Made to measure
Aligning your objectives and risk preferences with a sound asset allocation strategy.