Private CFO

About You

• You have accumulated significant wealth through your professional career, private business interests, sale of significant assets or receipt of an inheritance.

• You may retain entrepreneurial interests or be interested in investing in other private businesses.

• Philanthropy may be important to you.

• You have a panel of specialists focusing on individual needs, such as private banking, legal advice, tax and accounting and financial advisory, who do not work as a cohesive team for your benefit.

• Managing these relationships can be time consuming and difficult to co-ordinate and focus on your family’s objectives.

• You have objectives that revolve around capital preservation and growth, family assistance, philanthropy and cashflow.

• You have multiple entities and structures and potentially offshore assets.

• You place importance on family succession, asset protection and intergenerational wealth transfer in a tax efficient manner.

• Require assistance in undertaking due diligence in relation to prospective investments.

• Formulate Investment Policy Statements for relevant capital allocations that may have differing objectives, such as philanthropy, risk management, long term growth, etc.

You Need an Adviser Who

• Can co-ordinate various specialists to ensure a commonality of purpose and advice.

• Will co-ordinate your capital to match objectives, structural ownership and risk profile.

• Will ensure any use of debt is strategic and prudent.

• Review and construct portfolios to achieve the above.

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