Family Office

Complex financial structure management

The Ashida Associates family office services provides clients of substantial wealth with a broad range of financial management services that seek to consolidate the complex financial affairs of high-net worth family structures.

The range of services often required for larger family estates is often diverse and therefore requires the dedicated attention of professional teams comprised of experts from a number of financial management disciplines. The Ashida Associates family office division provides clients with specialist attention to;

• Wealth and tax planning
• Trustee and corporate services
• Real estate support management
• Family office governance
• Individual and collective administration
• Private lifestyle management services

Wealth management

• Detailed analysis of general financial situation
• Identification of family office investment objectives and corporate services
• Real estate support management
• Analysis of risk management and maturity horizon of investments
• Strategic asset allocation and global investment strategy
• Administration of banking duties
• Incorporation and administration of trust structures

Monitoring and reporting standards

• Consolidated reports of investment activity
• Consolidated reporting of overall financial position
• Risk adjusted reporting for single and collective investments
• Comparison with benchmarks and absolute return basis
• Administration of tax liabilities

Trustee & corporate services

• Consultation on trust structures and jurisdictional benefits
• Administration of family shareholdings
• Access to a global network of legal associates
• Cost controlling of management and related fees
• Registered office facilities
• Nominee services

Real estate support management

• Bespoke global property search
• Property investment portfolio management
• Property acquisition and administrative support
• Execute sale of properties
• On-location security and management
• Financing and mortgage facilities