A Family Office is a well-run team of professionals that caters to the needs of a wealthy family, including investment portfolio management, management of passion assets, succession planning, family governance, tax advisory, estate planning, training and development plans for the next generation, and concierge services.
APAM’s Swiss heritage and experienced family office team, steeped with years of experience working in major financial centres such as New York, Zurich, London, Dubai, Singapore and Hong Kong, allows us to serve the Family Office needs of individuals and families.
You may already have your own Family Office, or are looking to set one up. You may be the founder of a successful business, looking to protect and pass on the wealth and business assets you have created to your family. You may be a second or third generation family member working in the family business, seeking consensus and a way forward to take your family’s business to new heights. We have the expertise to support you in defining strategies to reach your goals.