Multi Family Office for Banks

for banks wishing to offer their customers the benefits of family office
Client family “A”
Client family “B”
Client family “C”
Client family “...”
Mandates for services
  • Family Office Department
  • and/or
  • Global Custody
Mandate for delegated management
Direct management(Bank employees)
Managers (Banks and/or Independant asset managers)
Bank “A”
Bank “B”
Bank system
CONCEPT Processus(Banking interfaces)
ConsolidationCustom reporting, Treasury
Securities accountingFinancial accounting
Controls, XRM/CRM …
CONCEPT Family Office(See detailed description on page 3)
Web base portal enquiry system for client family members

Lear more :