Private Office

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We ensure our clients lead a lifestyle that is secure and managed with efficiency and discretion

We understand that business and personal decisions are rarely made in isolation. Therefore, in addition to our dedicated services, the Private Office also provides our private clients with unique access to the wider capabilities of SFSL Services. All are delivered in a personally tailored way that matches each client’s needs so that they benefit from institutional quality without compromising on individual service
 
We work closely with our clients and our interests are always aligned, offering practical guidance and assistance. This may be while they are going through a particular event, such as relocating to the India, or simply requiring day to day support for themselves and their families. All our services can be delivered independently or as part of an integrated family office solution.
In an increasingly complex tax, legal and regulatory environment, we also recognise the benefit of working with external experts and regularly partner with the world’s leading tax and legal advisors to implement tailored, multijurisdictional solutions. As an independent company, we can leverage our global network of carefully chosen financial institutions, advisors and investment managers. It is key to our approach and business culture that our clients are always supported by a team that they can trust.
Our clients come from all over the world and include entrepreneurs, CEOs, multi-generational families, celebrities and sports professionals. What they all have in common is a desire to lead a lifestyle that is secure and professionally managed with efficiency and complete discretion.
We provide trustee, fiduciary, administration and other professional services to an array of structures including all forms of trusts, private trust companies, foundations, partnerships, companies, family offices and escrow arrangements. These structures hold a variety of assets such as investment portfolios, real estate, private equity investments, private company shares, intellectual property, yachts, aircraft, artwork, antiques.
 
The team works with international high net worth families to enable them to administer, grow and protect their wealth for future generations. We often work with the second and third generation beneficiaries. These long-term relationships, and a deep level of involvement, enable us to fully understand and enhance a family’s personal, business and financial circumstances.
The structures are used by families for reasons such as: — Corporate & Family Governance
— Risk Management
— Support & Assistance to Administer a Complex Portfolio of Assets & Investments
— Multi-jurisdictional Regulatory & Tax Compliance
— Wealth Management Selection, Monitoring & Cost Optimisation
— Asset Protection
— Confidentiality in Business & Personal Dealings
— Facilitation & Implementation of Structured Estate & Succession Planning Needs
— Next Generation Advisory Services
— Tax Optimisation
— Consolidation of Single or Multiple Assets Classes
— Cross-Border Investments
— International Executive Incentive Plans
— Philanthropy & Sustainable Investments

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