Family Offices Services & Advisory
ADAM Global provides a broad range of family office services and advisory. We combine our team of highly skilled financial and investment advisors with cutting-edge technology to design comprehensive solutions for family offices. Our solutions are tailored to meet the challenges of today’s complex investment landscape, with high-net-worth clients requiring dynamic, sophisticated solutions customized to their specific needs.
We assist clients in professionally managing their core family assets; offering strategic advice and practical solutions to families facing the challenge of preserving wealth, especially during periods of transition where we assist to effectively transfer established wealth across generations. Our services also include advisory on management of Investments, trusts, Philanthropic activities and legal matters.
We also help clients explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy, numerous other asset classes and will also address many of the softer issues related to the family office such as tax and regulation, asset protection, philanthropy, structuring a family office, and many more.
Our advice is based on our deep understanding of your present and future cash flows, financial objectives, the present distribution of your wealth and your financial risk acceptance level. In addition to monitoring all investments, we can also help families oversee the creation of estate plans, evaluate the appropriateness of all vehicles including domiciles for all investments, and make sure that all aspects of the family’s wealth management plans are well integrated.
Based upon your requirements, the frequency of the elements of service will be classified as Active/Trigger based, Monthly and the plan will be reviewed yearly.