Family Office Department

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Family Office Services

Services to Families and HNWIs to hold and consolidate their assets, protect and transfer their wealth to the next generation

 

  • Family Vision

  • Family Structures

  • Family Office Solutions

 

 The right tools for you in 4 pillars:

 

Infos - Contact



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Family Vision

 It is common for families to make ‘vision' and ‘mission' statements and write down their values and beliefs. Family vision planning usually starts with analysing what matters most to the family, or the patriarch, and then identifying the legal and fiscal framework within which the family members operate in order to formulate a common future set of goals.

Family Structures

 With a clear vision of what needs to be achieved, the necessary legal structures are put in place to protect, preserve, organise and develop the family's wealth. The right structure is essential in order to plan for succession and take into consideration the interests of the various members, their country of origin, residence and tax situation.

Family Offices Solutions

Creatrust can provide family members with daily reports on their wealth situation, their share in the family assets, and offer the ability to manage the complete family wealth from a central 'dashboard'.

The dashboard is an essential tool for managing family assets in an otherwise complex environment.

 

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Creatrust is a member of Allinial Global, a network of legally independent accounting and consulting firms

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