Services
Among the many personalized services FDYFO offers our clients:
Company Governance Policy
Perhaps the most damaging factor in any family businesses in general is discord between family members, this holds as true for small family-run retail businesses as it does for multi-million family offices.
It is vital to compile and implement a well-defined governance policy, agreed upon by all major stakeholders, one that takes multi-generational needs into consideration.
At FDYFO we provide families with guidance in setting up a workable, long-lasting policy, and assistance in overcoming any stumbling blocks along the way.
Once the policy is in place we hold regular meetings with stakeholders aimed at fostering a cooperative atmosphere between the generations, to define goals, and to deal with any issues arising.
Cross-Generational Continuity
A crucial moment in any family office is at the transition point between generations; it's of vital importance to safeguard the family's fortune and future-proof its business activities. This we achieve through astute asset management, taking into consideration all relevant tax, legal, and estate matters. FDYFO covers continuity and succession issues and helps families plan and implement them across their organization, covering all their holdings and assets.
Estate Planning
Estate planning is fundamentally linked to cross-generational planning. It is vital to judiciously take into account all tax, jurisdictional and legal issues regarding holdings and assets into account. This includes such issues as wills and probate planning, setting up charitable trusts and funds, business succession issues, and more. In a high-value family office it's crucial to have detailed workable estate plans in place for every major stakeholder in the family, in order to avoid potential future pitfalls. FDYFO's advisors will help you to formulate a comprehensive estate plan.
Tax Planning
At FDYFO our tax advisors are on hand to provide you with in-depth tax planning services for family office stakeholders. Our advisors take into account such issues as an individual's domicile, taxation, legal and jurisdictional issues surrounding assets and holdings. They will advise on taxation issues based on capital holdings, individual risk profiles, any extant tax exemptions, as well as personal requirements. We also help family members plan the most suitable retirement plan to ensure a handsome pension.
Investment Strategy
At FDYFO we provide guidance and advice on investment planning and strategy. Our advisors meet with you and learn your requirements and wishes. We ascertain your risk profile and goals and formulate a bespoke strategy, tailored to your family's needs. Our investment professionals will carry out investments on your behalf, after conducting in-depth analysis and due diligence where necessary. Based on your requirements we'll compile a portfolio of holdings, this may include shares, stocks and bonds, real-estate holdings, private equity funds, works of art, antiques, collectable vehicles or other tangible assets.
Portfolio Management
FDYFO's management team and associates manage your holdings and assets on an ongoing, day-to-day basis. We carry out acquisitions and divestments and portfolio reassessments according to your instructions, as well as other factors including asset performance, market fluctuations etc. We manage real estate holdings including rent collection, contract negotiations, hiring gardening and maintenance staff, and dealing with any situations as they arise.
Portfolio Performance Tracking
At FDYFO we continuously monitor your portfolio's performance. We continuously follow the performance data of each and every asset and holding in the portfolio in real time. We keep you updated and report regularly on portfolio performance. We'll also alert you whenever developments require your input, in such cases we'll provide you with advice on the required course of action.
Lifestyle & Concierge
FDYFO provides comprehensive lifestyle and concierge services. Our concierge services offer everything for the discerning client. We provide lifestyle and household management, personal shopping, VIP travel planning private aircraft and yacht hire, transportation, accommodation, relocation, private tutors, event planning, venue and performance access, valet and butler hire, and much more. Whatever your requirement, leave it to us, we'll provide the solution.