About
At FDYFO we offer a range of services for our clients tailored around issues that families of high wealth typically have to face on a day-to-day basis, these include but are by no means limited to:
- Company Governance Policy, taking into account the requirements of multiple generations and the diverse needs of stakeholders.
- Cross-Generational Continuity, ensuring a smooth transition between generations with a clear-cut transfer of management responsibilities, and ongoing smooth management practice for the benefit of the family.
- Estate Planning, planning all legal and taxation aspects surrounding the death of family members, this is also an integral factor when considering company governance and cross-generational continuity planning.
- Tax Planning, mapping out and planning tax strategies for family members depending on their individual situation and needs.
- Investment Strategy, learning the family's investment preferences and compiling a comprehensive, long-term investment and financial strategy.
- Portfolio Management, managing and nurturing family holdings including stocks, bonds & equities, property portfolio, non-stock investments, etc.
- Portfolio performance tracking, continuous monitoring of the performance of each component of the client's holdings enables us to know at any given time and to advise on the best course of action to be taken.
- Philanthropy & Charity, formulating strategies for philanthropic and charitable activities, based on the family's wishes and carrying them out, whilst taking into account ethical practices and taxation issues.
We know full well the level of responsibility lying on your shoulders and the complexities of managing your business interests, while at the same time caring for the current and future generations in your family. We're here to help carry the burden and perform the day to day work on your behalf, whilst helping you to formulate strategies and make the important decisions. FDYFO's professional advisors are on call to help you achieve your goals.
Why FDYFO?
Because we understand.
We understand your situation and the unique challenges you face. Our consultants are here to listen and to learn your family's specific requirements and situation.
Because we are independent.
We don't sell you our own products or those dictated by corporate bosses, instead as a boutique, non-affiliated firm we are able to customize an investment package, sourcing assets according to your specifications, and, in addition to provide a host of services, suited perfectly to your particular needs.
Because of our expert team.
We field a team of highly experienced professionals, backed up by a network of world-class associates and professionals who assist us to provide an unparalleled level of personalized service.
Because of our discretion.
We carry out all our work on your behalf in the utmost discretion. Protecting your privacy is our top priority, all of our employees, associates and service providers are experienced in working with high-wealth families and individuals. All have signed non-disclosure agreements and are as dedicated as we are to our clients' privacy.