Family Office – Family Office  and Family Business Services

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How can we help you?

Family Governance

Family governance dedicated to family businesses
Directorships and specific assistance to governance bodies
Implementation of dedicated tools
Philanthropic projects

Assets Administration

Asset allocation and risk monitoring
Consolidated reports (financial securities, private equity, real estate)
Monitoring and performance review of asset managers
Financial planning (assets, liabilities, inflows and outflows)
Digital vault for critical documents

Corporate and Investment Management Services

Set-up and administration of single family office, family holding company and investment companies
Set-up and administration of regulated investment funds
Advisory for unit-linked policy
Advisory and assistance for the choice of the most appropriate structure.
Coordination and liaising with all involved services providers (custodian banks, lawyers, notaries, etc.)

Tax and Legal Support

Definition of appropriate tax strategy and legal structuring
Assets’ protection and wealth transfer planning
“Tax risk management” : review of existing structures according to international tax regulations (DAC6, BEPS, MDR, etc.)
Relocation planning and transfer of companies’ seats
Litigation support and assistance for civil, tax, corporate and administrative matters

Corporate Advisory

Coordination and liaising with services providers (investment bankers, lawyers, auditors, etc.)
Acquisition / disposal of operating companies
Acquisition / sale of real estate assets
Debt and financing advisory

Real Estate and Private Equity

Venture capital, private equity and real estate investments
Direct investments (club deals) or through investment funds
Set-up and administration of investment vehicles
Investment report and monitoring of liquidity events (capital calls, distribution, etc.)

Methodology & Objectives

Family
Legal
Professional
Wealth

Articles of association
Will and gifts
Marital agreement
Tax declarations

Objectives
Constraints
Timing
Costs

Solutions
Coordination
Reporting
Agility

Arto family office

Success stories

Family R.

Supported since the sale of their business, the R. family requested our expertise to restructure and redeploy their professional assets, but also to assess the financial management proposals proposed by private banks and asset managers.

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

Family 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 provide daily investment and 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 ideas capable of high-level execution” in the implementation of his roadmap.

Family D.

After the sale of its first professional asset, this family approached us for two main reasons: to prepare the transmission of the family estate and to coordinate the actions and advice offered within the framework of international mobility part of the family members (France, United Kingdom, Switzerland).

In terms of services, the D. family wanted us to monitor its financial and real estate investments, with the 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”.