Your family office.
Our members are world leaders in delivering family office services and the unique benefits they can bring to families of wealth. From family issues to wealth transfer and asset protection to business succession planning – this is your family office – focused on helping you recognize the past, inform the present and protect the future.
What is a family office?
The roots of family offices can be traced back to antiquity – to king’s stewards responsible for managing the regal wealth; who over time widened their stewardship to include the aristocracy.
The modern concept of a family office was developed in the 19th century by J.P. Morgan and the Rockefeller family who developed family-owned organizations to manage both their private wealth and family affairs. Over time, as experience and expertise grew, offices opened up their services to other non-related families, evolving from single-family offices into multi-family offices.
This is the definition we hold to be the truest form of a multi-family office – a very different proposition from a private bank or other financial organization. Built to serve the unique needs of a family of wealth, then evolved over time to bring unfettered independence, real understanding, deep knowledge and first-hand experience to your family’s unique needs.
Our family office members have evolved and pioneered this model in their respective countries.
“My great-grandfather became a pioneer when he founded Provincial Insurance. It makes me very proud that, a century later, I’ve had the opportunity to lead this respected, family-owned business that remains true to his values.”
Choosing your family office
Choosing a family office is one of the most important decisions a family can make. It will not only influence the fortunes of the present but can have a profound and lasting effect on the future wellbeing and prosperity of the generations to come.