Your family gains an office — before you grow large enough for your own.

• The family’s capital has outgrown the private banker and the accountant, but has not yet grown into an office of its own with a staff.
• Assets, structures and advisers are scattered across several jurisdictions — and no one sees the whole picture.
• You want the family to have a single centre that holds everything together and outlasts the change of generation.

What the House does

The House becomes the single centre a family office usually serves as: one team coordinates the ownership structure, the investment architecture, the reporting and the succession plan — instead of you stitching together the work of unconnected consultants.

• A map of all the family’s capital: assets, holdings, advisers, jurisdictions — in a single graph.
• Coordination of the existing banks, managers and lawyers under a single mandate.
• Consolidated reporting across all the capital, not account by account.
• An architecture of ownership and succession built for the change of generation.
• A personal partner of the House as the family’s standing point of entry.

What you get: a single graph of all the family capital (assets, holdings, advisers, jurisdictions) · a charter for coordinating banks and managers · consolidated reporting across all the capital · a succession architecture for the change of generation

Why this way and not another

• The private bank sees its own portfolio, but not the family’s whole capital nor its structure.
• A multi-family office opens at a threshold that makes sense only at a very large fortune.
• An office of your own with a staff is costly, slow and premature for the present scale.
• Several advisers in different countries lose, at the seams, what should be held together.

What worries you — and the House’s answer

• “It is still too early for us to have a family office.” — The House provides its function by mandate, without a minimum threshold and without a staff of your own.
• “We will have to change all our advisers.” — The House coordinates your present bankers, managers and lawyers; it does not displace them.
• “This will turn into an endless process with no result.” — The mandate has a fixed scope and a point at which the centre stands and works.

Where this leads

The family gains a single centre that sees all the capital and holds it together. Structure, investments, reporting and succession cease to be scattered projects with different people. And when the time comes to pass the affairs to the heirs, what passes is not a scatter of accounts but an ordered whole.