Multi-Family Office Team of the Year

An award for Multi-Family Office Team dedicated to meeting the comprehensive needs of several families and/or their trusts or branches of the same family. Please read the eligibility criteria for this award before entering.*

Entries should focus on the past year only and include the following:

  1. Describe the team's approach to family governance and the policies adopted.
  2. Describe the services available to clients and how a service balance is achieved.
  3. Describe the team’s approach to investment strategy, risk and performance reporting.
  4. Explain the delivery of bespoke services.
  5. Demonstrate process and skill in selecting and managing external product service providers.

*To be eligible, the nominee must meet the following criteria:

  1. a) Be dedicated to meeting the needs of multiple families or multiple branches of the same family.
  2. b) Provide a range of the following services†:
  • Investment management services
  • Wealth structuring
  • Tax, estate and succession planning
  • Managing holding structures (e.g. trusts, foundations, companies)
  • Philanthropic planning
  • Global asset allocation, investment strategy and performance reporting
  • Family business advisory
  • Family governance

 † Whilst it is not essential that entrants provide all of the above services, the award is intended for those who provide a significant range of such services.

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