We have previously introduced our Legal Family Office, and today we’d like to revisit why this solution is so valuable for certain families.
A Family Office allows families to consolidate all—or a significant part—of their wealth. This leads to better decision-making, enhanced investment opportunities, greater diversification, and access to improved conditions.
Our Legal Family Office provides professional, tailored services to family members, with flexible scope depending on their specific needs. As we often say: not all families are the same, nor do they share the same goals or realities.
At UNTITLED, we offer three Family Office models:
- Legal Family Office: unlimited and ongoing advisory and support
- Legal Family Office Lite: advisory services with a set number of hours per year
- Untitled Sherpa: consulting and execution of special projects tailored to unique needs
In every case, our goal is to work as a team to ensure that each decision is implemented in the best possible way from a wealth-planning perspective.
This teamwork never replaces the role of local financial, legal, or accounting advisors, but rather complements and enhances their work.
For more information about our Legal Family Office, please feel free to contact us.