Family Office – Family Office  and Family Business Services

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Governance and Assets Administration

Family and business governance Family values, shareholders’ agreement, pre-and post-mortem analysis.
Directorship and assistance to board of directors Intervention on specific themes, “next gen” support, etc.
Consolidation and risk monitoring according to asset allocation strategy Ut placet, inquam tum dicere exorsus est laborum et dolore sit amet lorem.
Supervision of asset managers and investment firms At magnum periculum adiit in quo minus id, quod omnium lorem ipsum.

Corporate and Investment Management Services

Constitution and administrative management of holding company and investment vehicles Filium morte multavit si sine metu degendae praesidia firmissima filium.
Constitution and administrative management of regulated investment funds In quo pertineant non numquam eius modi tempora incidunt, ut.
Advisory services and guidance for choosing appropriate structuring Ut placet, inquam tum dicere exorsus est laborum et dolore sit amet lorem.
Coordination of all the service providers Custodian banks, notary, lawyers, etc.

Club Deal

Investments in non-listed assets Venture capital, private equity and real estate
Investments in direct deals alongside major investment firms In quo pertineant non numquam eius modi tempora incidunt, ut.
Set-up of dedicated SPV and comprehensive assistance for the closing Ut placet, inquam tum dicere exorsus est laborum et dolore sit amet lorem.
Performance-based remuneration At vero eos et dolore disputandum putant sed ut summum.

Single FO Set-up

Set-up of single family office through dedicated legal family entity Holding, fondation, trust
Assistance on implementation and operational services In quo pertineant non numquam eius modi tempora incidunt, ut.
Support for creating family governance dedicated tools Ut placet, inquam tum dicere exorsus est laborum et dolore sit amet lorem.
Review of asset allocation strategy through a risk-based approach Certe, inquam, pertinax non quo minus id, de utilitatibus, nihil.

Tax and Legal Support

Tax strategy and legal structuring Certe, inquam, pertinax non quo quaerimus, non provident, similique sunt.
Asset protection and inheritance planning In quo pertineant non numquam eius modi tempora incidunt, ut.
Risk management Review of existing tax structuring according to current regulation (BEPS, DAC 6 and CRS).
Relocation assistance and transfer of seat of companies At vero eos et dolore disputandum putant sed ut summum.

Corporate Advisory

Acquisition / sale of operating companies In quo enim inter argumentum conclusionemque rationis et argumentandum et.
Acquisition / disposal of corporate assets In quo pertineant non numquam eius modi tempora incidunt, ut.
Debt advisory and financing strategy Ut placet, inquam tum dicere exorsus est laborum et dolore sit amet lorem.
Coordination with service providers (lawyers, auditors, etc.) At vero eos et dolore disputandum putant sed ut summum.

Methodology & Objectives

Family
Legal
Professional
Wealth

Status
Donations
Marriage contract
Tax declaration

Objectives
Constraints
Temporality
Costs

Solutions
Coordination
Reporting
Adaptation

Arto family office

Success stories

Famille R.

Supported since the sale of their business in 2011, the R. family requested our expertise to transfer their domicile outside of France (in this case to Luxembourg and the United States), to legally restructure and redeploy their professional assets, but also to evaluate the financial management proposals proposed by the custodian banks.

According to the leader of the R. family, “our contacts allow us to obtain an overall and rational view of their private and professional assets and offer high-level technical support”.

Famille L.

Established in 2015, the wealth strategy of the L. family provided for the creation of a family holding company and an investment holding company for which we set up daily administrative assistance.

The support of the L. family also aims to define a strategy for diversifying its private and professional assets. The representative of this family sees us as “a provider of investment ideals capable of high level execution” in the implementation of his plan of action.

Famille V.

After the sale of its first professional asset, carried out in 2005, this family approached us for two main reasons: to prepare the transmission of the family patrimony to the children by securing the situation of the parents and to coordinate the actions and advice offered within the framework of mobility international part of the family members (France, United Kingdom, Switzerland).

In terms of services, the V. family wanted us to monitor its financial and real estate investments, with production of monthly consolidated reporting and full administrative assistance.

“We consider our contacts as a platform of adapted solutions that are developed internally or sought out externally”.