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Multiple Family Office

A member of Egeli & Co. Financial Services Group, Egeli & Co. Family Office is an independent and boutique company that offers integrated wealth management, relationship management and asset optimization services with an objective and professional approach.

Egeli & Co. Family Office is an independent and boutique company which offers 360 degree integrated financial and asset management services to the families according to the targets set in parallel with the family philosophy for sustainability of their wealth; serves as a personal Chief Financial Officer (CFO) for the families; ensures coordination of different specialists; offers wealth management, relations management and asset optimization services from a single center with an objective and professional approach; and mentors all the generations in the family.

Egeli & Co. Family Office offers services on development and implementation of the wealth management plan, protection and transfer of the wealth to the future generations in a safe manner. One of the targets of Egeli & Co. Family Office is to produce stronger and more comprehensive solutions for all the financial needs of the persons or the families.

Egeli & Co. Family Office’s business associates composed of experienced tax specialists, legal advisers and investment specialists as well as other specialists and consultants. Services of Egeli & Co. Family Office including, but not limited to the following;

Asset management services of Egeli & Co. Family Office is offered through Egeli & Co. Asset Management (EGC Asset Management).

  • Investment policy development
  • Asset allocation plan development
  • Investment managers selection
  • Investment vehicle structures
  • In-house portfolio management
  • Custodial oversight
  • Core asset class oversight
  • Alternative asset class oversight
  • Special asset class research
  • Allocation and rebalancing oversight
  • Balance sheet analysis
  • Integrated tax and income plan design
  • Retirement planning
  • Analysis of professional advisors and fees
  • Tax and income plan implementation
  • Bank financing analysis and negotiations
  • Coordination of team of advisors
  • Annual consolidated net worth statements
  • Cash flow analysis
  • Quarterly investment performance reports
  • Quarterly investment partnership accounting
  • Monthly entity accounting and reporting
  • Annual status reports compared to plan
  • Online access to custom reports
  • Recordkeeping for personal property
  • Development of objectives
  • Multi-generational snapshot of existing strategies
  • Legal and tax strategies under consideration
  • Financial modeling of alternative strategies
  • Explanation of plans to owners
  • Action plan to implement changes
  • Trustee liability audit
  • Property and casualty insurance assessment
  • Life insurance analysis
  • Collectibles inventory, appraisal, and protection

  • Personal bill paying
  • Domestic help and payroll
  • Tax compliance
  • Property management
  • Cash flow management and forecasting
  • Private travel management
  • Aircraft / watercraft management
  • Concierge services

  • Family governance
  • Family education plan
  • Family meeting coordination
  • Family news communication plan
  • Leadership training
  • Career planning
  • Coaching and mentoring

  • Multi-generational objectives
  • Personal giving programs
  • Foundation trustee training
  • Private foundation management
  • Governance and board development
  • Strategy analysis and implementation
  • Foundation and grant administration

For more details please visit Egeli & Co. Family Office web site.