Family Office services

Nurturing investments for the future of your family

01. Introduction

Introduction about Family Offices in Zeva Astras

Zeva Astras is being set up as an independent resource offering unbiased research, prolific peer network and unmatched learning experience to help high net-worth families set up Single Family Office (SFO) or a Multi-Family Office (MFO).

02. Types

Single Family Office

A SFO is a private company that manages the financial affairs of a single family. Typically, a fully functional SFO will engage in all, or part of the investments, fiduciary, trusts and estate management of a family; many will also have a concierge function.

Multi-Family Office

A MFO manages the financial affairs of multiple families, who are not necessarily connected to each other. A MFO might also manage the fiduciary, trusts & estate business of multiple families as well as their investments. Some also will provide concierge services. Most MFOs are commercial, as they sell their services to other families. A very few are private MFOs, whereby they are exclusive to a few families, but not open to other families.

03. Services

At the heart of any family office is investment management, but for a fully developed family office Zeva Astras can provide a number of other services like:

Financial Planning : Investment management services, Philanthropy, Life management & budgeting

Strategy: Business & financial advisory, Estate & wealth transfer, Training & wealth

Governance: Reporting & record keeping, Administrative services, Succession planning

Advisory: Tax & legal advisory, Compliance & regulatory assistance, Risk management & insurance services

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