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