ARMEFIN

FAMILY OFFICE SOLUTIONS

THE WHY STATEMENT

CLIENT PROBLEMS

#1

Complex wealth structures expose families to unnecessary risks and tax inefficiencies.

#2

Lack of coordinated governance and succession planning breeds conflicts.

#3

Limited co-investment opportunities and ineffective philanthropic strategies.

OUR SOLUTION

HOW WE HELP

Family offices often struggle with fragmented wealth structures, weak governance, and uncoordinated investment approaches. Armefin creates comprehensive solutions that protect assets, align family interests, and maximise philanthropic impact.

We provide comprehensive family office advisory on asset protection, governance, and co-investments. Our team builds structures, processes, and coordinates philanthropy, helping families preserve wealth and create lasting legacies.
Family Office Solutions Advisory

OUR PROCESS

ENGAGEMENT STEPS

UNDERSTAND

STEP 1

Understand family dynamics and wealth preservation goals

We begin by understanding your family structure, wealth composition, and long-term preservation objectives. Through comprehensive family meetings and discovery sessions, we assess risk tolerance, governance needs, and philanthropic interests across generations.

Our approach considers family dynamics, succession planning requirements, tax optimisation opportunities, and lifestyle preservation needs. We help clarify wealth transfer objectives, identify potential risks, establish governance frameworks, and create foundations for coordinated family office operations and strategic decision-making.

EVALUATE

PREPARE

IMPLEMENT

MANAGE

WHERE ARE YOU?

Asset Protection

We design sophisticated asset protection structures, including trusts, foundations, and holding companies, to safeguard family wealth from legal and financial risks.
Our team provides risk assessment, jurisdictional analysis, and structural design to ensure optimal protection whilst maintaining operational flexibility and tax efficiency.

Co-Investment Strategies

We coordinate co-investment opportunities alongside institutional partners, enabling families to access premium deals with reduced risk and enhanced returns.
Our approach includes due diligence support, structuring guidance, and ongoing monitoring to ensure successful outcomes whilst building industry relationships and expertise.

Philanthropic Advisory

We design strategic philanthropy programmes that maximise social impact whilst delivering tax benefits and strengthening family values and governance.
Our team establishes the foundations, coordinates giving strategies, and measures impact to ensure philanthropic activities align with the overall family charter.

READY TO DISCUSS SPECIFICS?

Get an execution strategy for your requirements.

Prefer email?Reach out to us