Family offices

We cater to a wide range of family offices, from those newly established to extensive multi-generational organizations worldwide.

Family offices

We merge the institutional resources of our Custody Network with those of Galleon to deliver an exceptional level of service and strategic offerings.

Many wealthy families possess a diverse array of assets, including significant stakes in public companies, private investment firms, family foundations, and family offices. Often, their family and business interests are spread across various regions, bringing with them a range of tax, legal, and regulatory challenges.

Simultaneously, there are rapid shifts in investment trends, operational methodologies, and family requirements.

Our multidisciplinary team, with extensive expertise in areas such as capital markets, investment management, portfolio investments, wealth structuring, and the design and management of family offices, can integrate the resources of Custody Network with those from Global Advisers to meet essential client needs:

  • Direct Private Investments: Providing access to private opportunities backed by institutional support.
  • Trading & Execution Services: Offering direct access to our custodian services for trading.
  • Hedging & Financing: Delivering liquidity solutions and hedging strategies for illiquid or concentrated assets.
  • Acquisition & Disposal: Crafting strategies for managing large, concentrated, or illiquid public and private assets.
  • Portfolio Analytics: Supplying institutional-level analytics, actionable strategies, and best practices tailored for family offices.

Many wealthy families possess a diverse array of assets, including significant stakes in public companies, private investment firms, family foundations, and family offices. Often, their family and business interests are spread across various regions, bringing with them a range of tax, legal, and regulatory challenges.

Simultaneously, there are rapid shifts in investment trends, operational methodologies, and family requirements.

Our multidisciplinary team, with extensive expertise in areas such as capital markets, investment management, portfolio investments, wealth structuring, and the design and management of family offices, can integrate the resources of Custody Network with those from Global Advisers to meet essential client needs:

  • Direct Private Investments: Providing access to private opportunities backed by institutional support.
  • Trading & Execution Services: Offering direct access to our custodian services for trading.
  • Hedging & Financing: Delivering liquidity solutions and hedging strategies for illiquid or concentrated assets.
  • Acquisition & Disposal: Crafting strategies for managing large, concentrated, or illiquid public and private assets.
  • Portfolio Analytics: Supplying institutional-level analytics, actionable strategies, and best practices tailored for family offices.
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