At Evoque Advisory, we offer a comprehensive suite of family office services tailored to safeguard and grow your wealth. Our expertise spans across financial planning, investment management, and legacy preservation, ensuring that your family's future is secure.
Our comprehensive service helps families preserve and protect their wealth for future generations, employing tailored strategies and expert guidance. We assess risk profiles and implement proactive measures to mitigate potential threats to family wealth. Our services also encompass asset diversification, estate planning, and wealth transfer strategies to ensure a secure financial legacy.
Family Wealth Preservation Vehicle services are vital for families as they offer structured asset protection, smooth wealth transfer, tax optimization, and overall wealth preservation. Whether it is an outsourced Institutional Trust, setting up a Private Trust Company/Family Foundation or any other customized structure, these services safeguard family /assets from risks, facilitate seamless succession planning, minimize tax liabilities, and ensure the long-term security of wealth across generations
We specialize in addressing the challenges faced by wealthy families with complex dynamics in communication and wealth management. Our solution involves a skilled facilitator and a team of trained Family Council Communication Specialists.
Our Family Office services extend to encompass Family Business Succession Planning, addressing the unique needs of families navigating this critical phase. We offer comprehensive support in developing and implementing a strategic succession plan to ensure a smooth transition of your family business to the next generation.
Family Office Investment Committee Management services are designed to empower families in taking control of their investment decisions. Through advanced technology and systematic processes, we offer a comprehensive approach that includes needs assessment, evaluation of current investments, risk profiling, investment policy statement creation, and personalized portfolio design.
Our experience and knowledge with mergers and acquisitions, capital raising, and stock exchange listing can help clients and their family businesses. We start by understanding the family’s fundamental values and long-term vision, then develop a tailored strategic plan. With our extensive network and industry expertise, we identify suitable partners, conduct due diligence, and negotiate favorable terms.
Our Family Office services encompass comprehensive support for family charity and philanthropy. We assist families in developing a clear philanthropic vision, designing impactful giving programs, and managing ongoing charitable activities. With our expertise, families can make a sustainable and meaningful difference in the world, aligning their charitable endeavors with their values and goals.
An integrated approach that aligns all aspects of your financial life.
Custom-built portfolios tailored to your risk tolerance and objectives.
Ensuring a smooth transition of wealth across generations.
A private and dedicated service that prioritizes your family’s best interests.