FAMILY OFFICE OPERATIONS
Day-to-day operational support for families and family offices, helping coordinate administrative, financial and organisational matters.
Examples:
- Payment instructions
- Capital calls
- Fund notices
- Invoice coordination
- Documentation
- Deadlines
- Administrative follow-up
- Record keeping
Financial & Administrative Coordination
Keeping financial and administrative processes organised and moving efficiently.
Examples:
- Payment coordination
- Invoices
- Banking correspondence
- Financial documentation
- Cash-flow information
- Coordination with accountants and tax advisers
Entity & Corporate Administration
Maintaining a clear overview of companies, structures, documentation and obligations.
Examples:
- Entity records
- Corporate documents
- Signatory information
- Important dates
- Renewals
- Corporate administration
- Coordination with legal and fiduciary advisers