Family Office Services
Our family office services include transaction support and portfolio advise/management. Pooling of assets to support the transfer of established wealth across future generations, whilst retaining the members’ individuality is important. Our services cover the family’s liquid and illiquid assets including payments to family members as required. This can be achieved through pooling of assets in a dedicated structure or the family may choose to invest in our investment themes direct. Alternatively, C&S can assist you with the set-up and management of (a) managed account(s). However, as your consultant, we can provide our independent feedback in your investment decisions and due diligence process. C&S focuses on the families’ common pool of assets and can support the family through asset acquisitions or disposals. Contact us.