Family Office Solutions

We advise both established and emerging family offices, as well as individuals, across a broad range of critical matters, including family governance and succession planning, family office design and implementation, and asset management and direct investment oversight.


All engagements are personally overseen by Patricio Durrels, who maintains direct involvement in each client relationship and draws, when appropriate, on a trusted network of international specialists to deliver tailored and highly effective solutions.


Services

Family governance & succession


Family values and needs alignment

Family constitutions

Succession and heritage planning

Navigating complex family challenges

Negotiations and representation


Family office concepts & implementation


Family office structures

Best corporate governance standards

Structural transition planning

Tax planning and structuring


Asset management



Investment strategy assessment 

Asset management concepts 

Asset management optimization: cost reduction and quality improvement

Asset manager selection & beauty concepts




Direct investment management


Board mandates for family representation

Shareholder agendas

M&A transaction: due dilligence, negotiation and/or operational support