Introduction
RWD Consulting can provide your Family Office with a fresh perspective.
As a Family Office you are likely to already have structures in place, be managing significant wealth and assets, and have a suite of professional advisors. However, it may be beneficial for you to have an independent review of your set-up and future plans; or you may have a specific project that needs to be designed and implemented. We can help.
How can we help you?
Family Offices have many elements and different requirements.
They may have multiple asset classes, and businesses; be managing wealth across several generations and legal jurisdictions; have high-value personal assets, from houses to overseas property to private jets and yachts; and have a wide array of personal requirements. We can help you with the areas below.
Family Charter or Constitution
An important document that sets out the governance and management of your business, your family and any other shareholders. We can create one with you, or update your existing one.
Asset Allocation
We can work with you to review your overall strategy and asset allocation in order to provide the right balance of risk and return.
Succession
This may require the planning or implementation of a transition of wealth or control to your wider family; the introduction of non-family executives into your structure; or a sale and re-investment of assets or funds. We can help you to formulate a long term strategy and then implement it.
Tax & Asset Structuring
This may be a review of the best way to own your assets for now and the future. We can work with you and your existing advisors to ensure you have the best tax, control and protection structures in place.
Trusts
Trusts are widely used within Family Offices and often have aspects that need specific knowledge and experience. We can work with you to ensure you have the right structures, controls and governance in place.
Property
We can work with you to review your current property investment and development portfolios, source additional funding and identify new opportunities.
Equity Investments
We can review your existing portfolios, whether listed equities, bonds or alternatives; or help to identify your needs, measure performance or find an appropriate investment manager.
Private Equity
We can perform a review of your existing investments, or identify and appraise new opportunities.
Philanthropy
If you already give to charitable causes, or want to increase or improve the way you do it, we can help review the structures and the best way to approach it.
Project Management
We can help you to set up or implement one-off projects; supporting or working with your existing team if they don’t have the time or skillset.
IT Systems
We can review your existing IT systems and security and help identify any upgrades or changes.
External Funding
We can identify appropriate funding structures and look at ways to reduce your cost and risk.