Family wealth advising is naturally centred on the family.
Family wealth advising is naturally centred on the family.
We offer seamless family and wealth management across generations. This approach addresses the need for a central strategy, cohesive management, and the inclusion of family dynamics in the planning process.
Our goal is to ensure the wealth serves the family’s broader goals, caters for the individuals in the family, and sustains across generations.
Our role is what the family needs:
- We serve as an outsourced family office for families
- We serve existing family offices
- We provide specialist consulting and project work for families and family offices
What We Do
We prepare and support a family by managing its wealth effectively and responsibly.
We prepare and support a family by managing its wealth effectively and responsibly.
- Family strategy and family governance
- Succession planning and wealth transitions
- Family office formation and management
- Co-ordination of integrated family wealth advice
- Wealth and investment living and legacy strategies
- Preparing the next generation for managing wealth and money
- Coaching and mentoring for effective family leadership and unity
- Strategic advice for family business enterprises
- Family learning, education and development
- Strategic philanthropy and foundation management
- Facilitation of family meetings
- Consolidated net wealth and portfolio reporting
- Financial management and administration
- Private financing and banking
Why We Are Different
Our approach to family wealth advising is distinct from traditional wealth management services as we bring together a team to support families with its investments, business and family strategy, as and when needed.
Our approach to family wealth advising is distinct from traditional wealth management services as we bring together a team to support families with its investments, business and family strategy, as and when needed.
We work closely with families and it’s individual members to manage the allocation of wealth and in designing bespoke investment strategies that align with the family's purpose and needs.
Linara emphasises the importance of developing strategies for the financial capital and ensuring the family does not underinvest in itself, allowing them to manage and steward their wealth for current and future generations.