Solutions for the Coordination of UHNW Families
We cover the specific needs of ultra-high net worth families with a dedicated Family Office division. Our services extend beyond investment management activities. From designing the ecosystem, fee negotiations with third parties, to constantly monitoring the performance, our customised one-stop solution platform helps families with multigenerational wealth transmission.
Eightstone Oclaner acts as the private investment office to UHNW families. As your outsourced CIO, we help you define a sound investment strategy according to your return objectives, risk-tolerance, projected expenses and liabilities. While Eightstone Oclaner acts as the investment manager, the family may appoint external advisors to the investment committee or board of directors of the fund to oversee activities and provide guidance.
We assist international families in consolidating their wealth under the appropriate structure to ensure multi-generational asset protection. We design a robust governance framework and investment policy statement.
The Monetary Authority of Singapore (MAS) offers attractive incentives for private funds / family offices wishing to establish a presence in Singapore. Provided some conditions are met, the scheme grants investment funds with assets under management above SGD50m and managed by a Singapore licensed asset manager a tax exemption on both capital gains and income for the life of the fund. The advantages of Singapore’s 13X incentive scheme include:
Our reporting system allows clients who have accounts in multiple banks to obtain a consolidated overview of their total portfolio. This highly customised service is not only essential for risk-monitoring purposes but also to gain a clear view of costs, bank fees and to monitor the asset allocation of the overall portfolio.
Our team of seasoned professionals in Singapore and Geneva, will discreetly accompany your every need. Our administrative services cover family record keeping, estate management, personal assistance and much more.