AGEIS’ Family Office and Wealth Management team provides a bespoke service managing our client’s financial affairs to the level that suits them. Our investment management, administration and strategic family office capabilities enables our clients to focus on building their wealth. Our sophisticated reporting software allows our clients to analyse their returns and positions across their entities at any point in time.
Our services include:
- Investment management and reporting;
- Traditional family office service personalised for each family’s needs;
- Day to day accounting and payroll activities;
- Administration & mail management;
- Family governance, financial and investment education;
- Access to private banking and management of broader banking relationships;
- Property management;
- Philanthropy co-ordination;
- Succession planning; and
- Governance and fiduciary responsibility.