Family Office
A family office provides a forum to control and consolidate the management of a family's wealth, achieving global wealth planning encompassing the family's values, aspirations and objectives, whilst maintaining superior service standards and privacy at all times.
Benefits of a Family Office
- Coordinated and cohesive approach
- Preservation and growth of wealth
- Independent wealth management
- Enhanced confidentiality
- Charitable and philanthropic activities
- Estate and inter-generational planning by involving and educating the next generation in the management and control of wealth
- Investment manager selection and oversight
- Monitoring investment reporting and mandates
- Travel management
- Concierge services
Our Services
- Advising on the establishment and ongoing structuring needs encompassing both financial and non-financial assets
- Acting as directors of the corporate entities/trustee of trusts
- Engaging of external advisors where required
- Guardians of corporate governance
- Maintaining statutory records
- Bookkeeping/accountancy
- Secretarial and administrative services
- Consolidated investment reporting
- Banking and cash management
- Fund administration
- One central point of contact ensuring continuity of service
- Full family office facility or support to existing arrangements
IOMA Solutions is part of the IOMA group, fiduciary services being provided by IOMA Fiduciary which is licensed by the Financial Supervision Commission of the Isle of Man, Fund Administration Services being provided by IOMA Fund Management which is licensed by the Financial Supervision Commission of the Isle of Man
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