Your Journey Starts Here,
Family Office
Architecting Your Family’s Future
For high-net-worth individuals and families, managing significant wealth is a complex and multifaceted endeavour that extends far beyond traditional investment management. It requires a holistic and integrated approach that addresses not only the preservation and growth of financial assets but also the intricate dynamics of family governance, legacy planning, and multi-generational wealth transfer. This is the domain of the family office – a comprehensive and personalised solution for managing the full spectrum of a family’s financial and personal affairs.
At STRATTFORT, we have elevated the family office concept to an art form. As Your Trusted Business & Wealth Architects, we provide a bespoke and fully integrated family office experience that is tailored to the unique needs, values, and aspirations of each family we serve.
The STRATTFORT Family Office
A Holistic Approach to Wealth Management Innovation transforms possibilities into reality
A family office is a private wealth management advisory firm that serves ultra-high-net-worth individuals and families. Unlike traditional wealth management firms, a family office provides a comprehensive and integrated suite of services that encompasses all aspects of a family’s financial life. The STRATTFORT Family Office is built on a foundation of trust, discretion, and a deep understanding of the unique challenges and opportunities that come with significant wealth.
Core Services of the STRATTFORT Family Office
Our family office services are designed to provide a seamless and coordinated approach to managing your wealth and simplifying your life. The following table outlines the core services that form the pillars of our family office offering:
Our investment philosophy is grounded in a long-term, goals-based approach. We work closely with you to develop a customized investment strategy that is aligned with your risk tolerance, time horizon, and financial objectives. Our open-architecture platform provides access to a global network of investment managers and a wide range of traditional and alternative investment opportunities.
We provide sophisticated wealth and estate planning solutions designed to protect your assets, minimize your tax liabilities, and ensure the smooth and efficient transfer of your wealth to future generations. Our services include trust and foundation structuring, succession planning, and philanthropic advisory.
We help families establish a clear and effective governance framework for decision-making, communication, and conflict resolution. We also provide educational programs to prepare the next generation for the responsibilities of wealth and to foster a shared sense of family values and purpose.
Our comprehensive administrative services are designed to simplify your life and free up your time. We can assist with a wide range of tasks, including bill payment, cash flow management, property management, and travel coordination. We also provide access to a network of trusted professionals to assist with legal, tax, and other personal matters.
The Importance of Family Office Governance
As families grow and wealth is passed down through generations, the need for a formal governance structure becomes increasingly critical. Effective governance provides a framework for decision-making, helps to prevent conflicts, and ensures that the family’s wealth is managed in a manner that is consistent with its values and long-term objectives.
Family Offices are intimate entities managing significant family wealth, but they are also businesses that need strong governance. With increasing regulations and external pressures, they must be agile and well-organized to thrive, which is ensured through good governance.
At STRATTFORT, we work with families to develop a customised governance framework that is tailored to their unique circumstances. Our governance services include:
Family Constitution & Mission Statement Development
Involve creating a structured framework and guiding principles to align family values, vision, and objectives, ensuring unity and continuity across generations.
Family Council & Board Formation
Focus on establishing structured family governance bodies to improve decision-making, communication, and strategic planning, ensuring the family's legacy and business interests.
Next-Generation Education & Mentoring
Prepare future family leaders with the knowledge and skills to manage family wealth and business interests, ensuring a smooth transition and lasting legacy.
Conflict Resolution & Communication Facilitation
Focus on resolving disputes in family or business settings, promoting open dialogue and understanding to ensure harmonious relationships and effective collaboration.
The STRATTFORT Advantage: A Global Perspective
As a globally integrated firm with a strong presence in key international financial centers, STRATTFORT is uniquely positioned to serve the needs of international families. Our Netherlands-based platform provides a strategic advantage for cross-border wealth management, leveraging the country’s stable legal and political environment and its extensive network of tax treaties.
We understand the complexities of multi-jurisdictional wealth and have the expertise to navigate the intricate web of international tax laws, regulations, and reporting requirements. Whether you are a U.S. citizen living abroad, a non-U.S. citizen with assets in multiple countries, or a global nomad with a complex international footprint, we can help you structure your affairs in a manner that is both tax-efficient and compliant.