You work throughout your life to build wealth. Hard work and dedication have brought you success and accomplishment. Now you may find, as do many successful individuals, that wealth creates unique personal and family situations that must be addressed if you are to enhance opportunities for yourself and your heirs.
How then, do you best protect your wealth? Perhaps you are concerned about how to preserve the value of your assets for your family, for the beneficiaries of your choice, for yourself. It may be of interest to you to know that in today’s changing world, safe, secure opportunities do exist for preserving your wealth and enhancing its value.
Globally, individuals and their families are becoming progressively more international, not only by virtue of overseas residence, education and employment, but also in terms of the assets and investments they own. A diverse portfolio of assets and investments calls for a Trust solution which will allow for integrated management of Assets and the ability to retain involvement in their trust affairs.
Setting up a family office within a trust structure provides a personalised service, technical expertise, creative business leadership and day-to-day management for success. A traditional family office is a business run by and for a single family with its sole function to centralise the management of significant family fortune in order to effectively transfer established wealth across generations.
A Single Family Office is a private company that manages investments and trusts for a single wealthy family or individual, offering a total outsourced solution to managing the financial and investment side of the family’s or individuals’ wealth.
Services provided range from; property management, day-to-day accounting, payroll activities, asset management and management of legal affairs; to the provision of family management services such as; corporate governance, financial and investment education, philanthropy coordination and succession planning.
Apollonia Capital Advisor’s Family Office services are specially designed for families of exceptional wealth and the professionals they call upon to help run their affairs.
We provide comprehensive support from strategy development to execution and realization, with diverse expertise and exceptional credentials, including accountants, economists, professors, engineers and C-Suite executives.
Apollonias enhance value from partnerships by growing together, during the early stage of the equity platform as we develop our infrastructure across the global markets.
