Private asset administration and oversight
Coordinate the administrative work around private assets, keep the relevant records organised, and track matters that need attention or a decision. The responsibilities are agreed with the family.
Practice 03 / Family Office Management
Private assets, structures, and adviser coordination.
Our team helps families oversee private assets and onshore and offshore structures, drawing on financial and commercial experience. The work includes administration and coordination of the professional advisers involved. For public-market investments, we introduce appropriate external asset or wealth managers and help coordinate those relationships.
Discuss this service03
Private assets, structures, and adviser relationships
Service scope
What the work
can include.
The services below form the basis for discussion.
We agree the detailed scope and responsibilities with you.
Onshore and offshore structures
Coordinate the administration of onshore and offshore structures and the work of the professional advisers involved. Clarify who is responsible for each part of the structure and any outstanding actions.
Introductions to asset and wealth managers
Introduce appropriate external asset or wealth managers for public-market investments. Coordinate the initial discussions so the family can understand the manager’s services and proposed mandate.
Ongoing adviser coordination
Help coordinate relationships with appointed advisers and managers, organise information requests, and follow up on agreed actions. Keep administrative responsibilities clear across the people involved.
For public-market investments, Finexfin’s role is introductions and coordination. Any investment advice or portfolio management is agreed directly with the appointed external manager under their own mandate.
Before we speak
Three questions
to start with.
A short outline is enough to start. Please leave confidential records and personal identification details out of your first message.
- What private assets and structures would you like support with?
- Which jurisdictions and professional advisers are involved?
- Do you already work with an asset or wealth manager, or would you like an introduction?
Start a conversation
Talk to Finexfin.
Tell us what you need help with and the jurisdictions involved.