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