• Portfolio Management: Designing and managing investment portfolios, including stocks, bonds, private equity, and real estate.
• Asset Allocation: Strategically allocating assets to balance risk and return according to the family’s goals and risk tolerance.

• Estate Planning: Structuring estates to minimize taxes and ensure a smooth transition of assets to the next generation.
• Tax Planning: Developing strategies to optimize tax liabilities and compliance with tax laws.

• Personal Services: Managing everyday needs such as travel arrangements, household staff, and luxury purchases.
• Education and Development: Advising on education and development opportunities for family members, including next-generation education and leadership training.

• Insurance Planning: Assessing risks and arranging appropriate insurance coverage, including life, health, property, and liability insurance.
• Crisis Management: Preparing for and managing any crises or emergencies that may affect the family’s assets or reputation.

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