Private Family Funds

Establishing a private family fund can provide comprehensive administrative support, allowing efficient management of your family's collective wealth and achievement of your financial goals.

Pooling wealth for collective investment presents challenges in asset tracking, especially when assets are dispersed across various investment firms, locations, and jurisdictions worldwide. Moreover, family members residing in different countries have diverse investment needs and tax considerations, complicating investment monitoring and ownership management.

Traditionally, families address this complexity by establishing multiple holding structures, but this fragmentation can be avoided by opting for a private fund structure. Such a structure facilitates consolidated investment reporting across different asset types, managers, and custodians, streamlining wealth management.

Private family funds offer the flexibility to maintain family wealth intact while catering to individual members' requirements. When integrated with other wealth planning structures, these funds offer a holistic solution for global wealth management.

A private family fund is an exclusive structure accessible only to participating family members or designated wealth administrators.

These funds are popular among affluent families, investment club members, and partners seeking to preserve family wealth and collectively invest across various asset classes. Private family funds serve as a means to consolidate assets and gain clarity on the overall wealth pool. Access to assets within the fund can be regulated to align with family objectives and ensure effective wealth management.