Family Office

Candour team is dedicated to guiding families to establish, structure, and grow their family capital.

Talk to Us

Regardless of what phase you are in, whether you are setting up the family office, structuring governance for an existing family office, or you need ongoing advice and reporting, our goal is to always preserve your family wealth and protect your legacy.

Why Family Office

Build a long-term family legacy and unite the family around common values.
Professionalise the management of the family's business and non-business assets.
Provide employment opportunities for family members joining the family office.
Benefit from efficient tax management on investments.
Centralise professional, advisory, and consultancy services.
Address succession planning and family governance requirements, and grooming the next generation.

Our Approach

Initial Consultation

  • Learn about the family's philosophy, and the needs of establishing a Family Office or offshore wealth structuring.
  • Understanding the tax domicile and asset ownership of the family.

Structure Review and Proposal

  • Propose corporate structuring both onshore & offshore to determine a structure best suited for wealth management goals.
  • Banking solutions to gain access to cross border wealth facilities.

Governance

  • Investment policy construction, implementation and review.
  • Independent Trustee Advisory.
  • Due diligence assessment of commercial proposals.

Ongoing Reporting and Monitoring

  • Comprehensive consolidated reporting on all assets.
  • Periodic review on the overall portfolio and benchmark analysis.
  • Ongoing monitoring of assets & their performance.
  • Adjustments to asset allocations based on requirement and market condition.

Your needs are our responsibility

Our strategy includes core family office services along with specialized external services based on your needs. We offer flexibility, delivers quality outcomes, and eliminate any conflict of interest which is tailored for each family independently.

Reach out to us below and one of our friendly team members will respond to any questions you may have.