Family Office

We start by understanding your family's needs and vision, guiding you through establishing governance documents like a family constitution. Collaboration is key, ensuring everyone's roles are clear and decisions are made effectively. We focus on governance and communication, laying a strong foundation for your family office's success. We also prioritise compliance and asset protection, working closely with your advisors to safeguard your wealth and legacy.

We specialise in supporting family offices at every stage of their journey, from newly established operations primed for growth to well-developed, sophisticated outfits focused on effective wealth transfer. Transitioning to or evolving within a family office structure often introduces complexities, such as strains on existing human resources or emerging skills gaps.

Our team provides comprehensive, on-the-ground support tailored to your unique needs. Our capabilities encompass succession planning, regulatory compliance reporting, risk oversight, investment performance monitoring, management of philanthropic endeavours, recruiting skilled staff, concierge services and general administration.

Mark Bouw Group has extensive experience on a global basis assisting family offices with their governance and investment policy creation. Our service provision is tailored to ensure that the long-term strategic objectives of our family office clients are blended within their governance and investment policies, conscious of an ever-changing family and regulatory landscapes.

At Mark Bouw Group, we prioritise educating family members on wealth and legacy management. Our comprehensive approach covers financial literacy, family governance, investment strategies, estate planning, philanthropy, next-generation preparation, and technology. We tailor programs to enhance understanding in these areas, ensuring informed decision-making and effective stewardship across generations.

At Mark Bouw Group, we specialise in orchestrating your special projects and initiatives with the utmost discretion, understanding the significance of privacy and anonymity. Our services are designed to handle delicate matters with utmost care, ranging from coordination of private events to handling of media during a crisis, efficiently and discreetly. Trust us to fulfil your family's unique needs while safeguarding the confidentiality of every project.