Family Office Solutions

A Complete Family Office Solution

Our outsourced family office model is designed for those who wish to compliment and enhance their existing single family office, or for those who wish to engage Virdaris to provide a total family office solution. We are a highly experienced team who can cover the key domains of governance, finance, people, security and reputation. This is available on demand and with transparent pricing. Our team has family office expertise spanning a wide range of geographies and asset classes, and we seek to professionalise all aspects of ownership, capital deployment, philanthropy, reporting and wealth planning.

Our Core Capabilities

• CEO, CFO and other C-Suite director roles for Family Offices (FO)
  
• Execution of advisor led plans to establish new FO or service lines
  
• Implementation of wide ranging wealth and governance structures to hold and manage FO interests
  
• Implementation of new technology or operating systems in the Family Office
  
• Philanthropic advisory and cause alignment services
  
• Re-underwriting and/or improving existing FOs: internal audit using our developed risk and assessment tools

Family Governance Services

• Next Generation advisory services
  
• Identity and reputation management services
  
• Expert engagement of global legal, tax and fiduciary service providers, utilising our extensive network
  
• Consolidated reporting services of both the financial and non-financial performance of the family’s holdings (the “holistic balance sheet”)
  

Asset Services

• Establishing or implementing investment objectives, with full suite asset allocation advisory and execution services
  
• Setting up financial investment portfolios / teams
  
• Access to and engagement with leading investment and endowment managers, including ‘hard to access’ public and private equity asset managers
  
• Ongoing performance analysis and monitoring services
  
• Private Equity direct deal sourcing, negotiation and execution
  
• M&A oversight for existing family enterprises
  
• High value international commercial and residential property transactions
  
• Aircraft lease, purchase, sale, registration and ongoing maintenance advice
  
• Acquisition and disposal of high value chattels

A Discreet and Enduring Partnership

Every client relationship at Virdaris is highly valued and their best interests are our priority. Whilst leveraging the experience of working with multiple families in multiple scenarios, we maintain absolute discretion for our clients’ privacy.