Single Family Office

The Clients of Cluster Family Office enjoy an extensive portfolio of global services created to give a personalized answer to all the needs of a Family and to the structure and team of Advisors and Managers (Single Family Office) that they currently have.

Advice and consultancy services regarding the most suitable wealth management structure, as well as providing improvement in different areas and the implementation of management solutions to improve efficiency. In addition, providing support services in some specific areas (real estate, legal, fiscal, financial) to maximize the professionalism of the members who make the investment decisions of the Family.

Attention to the members of the Family:

Support in the areas where the Family Office requires and needs external professionals (CFO) to carry out the operations. The objective is, after performing an in-depth study of the procedures and operations of the Family Office, to support to the team in the aspects that are most needed. This allows continuing to manage a personal team with the support and external vision of professionals whose interests are completely aligned with the ones of the Family.

Diagnostic to Single Family Office

Study of the current structure of the Single Family Office or team of advisors employed by the family that manage all the family wealth.

Application of Family Office analysis protocols to optimize the structure and management.

Analysis of the areas that are managed by the Family Office as well as the areas that does not. Study of the evaluation processes and execution of investments.

Examine the different branches of the family wealth that are managed by the Family Office, and study of the external people of the team that have influence on the decisions in the management of the family’s wealth.

Execution of a deep analysis of the current structure of the Single Family Office. Analyzing the strengths and the potential areas of improvement with the purpose of identifying them and to apply solutions to optimize the management.

Supported Single Family Office: Supervision and Monitoring

Support in the areas where the Family Office requires and needs external professionals (CFO) to carry out the operations. The objective is, after performing an in-depth study of the procedures and operations of the Family Office, to support to the team in the aspects that are most needed. This allows continuing to manage a personal team with the support and external vision of professionals whose interests are completely aligned with the ones of the Family.

MFO Services

- Global Wealth Management (GWM)
- Financial Management
- Real Estate Management
- Wealth Management Coaching
- Integration of the habitual team of advisors of the family
- Corporate Consulting
- Successions, Legal Structures and International Fiscal and Legal
- Consulting
- Risk Management
- Philanthropy
- Insurance Services
- Art Banking
- Concierge Services