Family office
Building, protecting and transitioning wealth
Significant wealth can be earned by business owners through their working lives and when they exit their business. That wealth can survive from generation to generation when it is properly managed.
A Family Office provides the necessary skill, guidance and management of a family’s wealth to build a structure which can help protect that heritage. Fordham provides a sophisticated Multi-Family Office service which is centralised around the need to integrate the key components of Family Office through a planning methodology.
The service covers all aspects of wealth management including:
- Planning, integration and execution
- Taxation, wealth, retirement, estate, owner and intergenerational planning
- Risk mitigation
- Asset protection and risk evaluation
- Investment strategy
- Asset advisory, funds management, portfolio management, reporting
- Recording and reporting
- Consolidate reporting, family wealth appreciation, discipline and diligence
- Lifestyle management
- Bill payment, cash flow management, taxation and compliance, coaching
- Family philanthropy
- Mission, giving, foundation
- Family continuity
- Family creed, integration of family and business, intergenerational wealth transfer