Multi Family Office configuration

for services providers offering family office services
Client family “A”
Client family “B”
Client family “C”
Client family “...”
Mandates for services
Management company
  • (Service providers)
  • Advice
  • Wealth Management
  • Consolidation & reporting
  • Administration …
Mandate for delegated management
Direct management(Management company employees)
Managers(Banks and/or Independant asset managers)
Bank “A”
Bank “B”
Bank “C”
Bank “...”
COMPLIANCE LBA - AML
CONCEPT Processus(Banking interfaces)
ConsolidationCustom reporting, Treasury
Securities accountingFinancial accounting
Control operations at risk, XRM/CRM
CONCEPT Family Office(See detail description in page 3)
Web based portal enquiry system for client family members

 

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