Ashida Associates Branding

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

Mission & Values

We seek to maintain long-standing client relationships based on a financial service mandate that prioritizes sustainable success.

  Mission & Values

Wealth Management

We seek to maintain long-standing client relationships based on a financial service mandate that prioritizes sustainable success.

  Wealth Management

Asset Management

Discretionary and non-discretionary asset management services created to accommodate your specific investment needs.

  Asset Management

Become a Client

Working in partnership with clients as together we develop financial solutions that prioritise your investment needs.

  Become a Client