Family Office Solutions & Treasury Management / Investments

AM Square is well-equipped to provide solutions for establishing and managing a family office. Our expertise and extensive capabilities position us strongly to analyze family businesses and investments with a distinct focus, enabling us to offer tailored advice and solutions for seamless operations.
Unique aspects of our services include:

Consolidated Reporting for Family Investments/ Portfolio

Effective management of family assets encompasses various considerations. This includes the proper construction of portfolios, managing risks and liquidity, formulating strategies for intergenerational transfer, understanding the fundamentals of investing in illiquid assets, and recognizing the risks associated with operating businesses. AM Square provides consolidated reporting which plays a crucial role in monitoring and safeguarding these assets, with timely feedback to respective stakeholders. It is essential to ensure timely access to data and information across different entities, including asset managers, banks, and private companies.

Firewall for Family Wealth

AM Square works the Family to set up and monitor Investment policy statements and frameworks. We set up reporting systems to supporting periodic review and tracing of performance thereby serving as a custodian and firewall for family wealth. Effectively preventing unauthorized access to sensitive financial information and investment portfolios.

Management

Our philosophy of working closely with our clients enables us to create a goals based framework to construct and monitor their financial portfolios; this covers asset allocation, diversification and rebalancing, We assist clients achieve their financial goals by continual monitoring of their portfolios and timely interventions to ensure that portfolios maintain their course.

Single Point of Contact (SPOC)

Family businesses often have a long-term vision and can outperform corporate entities. However, the prospects of the business enduring beyond the third generation are not very promising. In such cases, having a single point of contact (SPOC) with sufficient expertise becomes crucial. An external advisor with experience can play a vital role in guiding seamless takeovers and establishing long-lasting success while ensuring utmost confidentiality.

Estate (Succession) Planning & Administration

Wealth succession is often a matter of significant emotional concern. With our family office engagements, AM Square is prepared to provide customized solutions for strategizing and ensuring a smooth transfer of wealth to the appropriate stakeholders at the designated time. Estate succession is of utmost importance as it consolidates information and knowledge for heirs, mitigates inheritance disputes, and ensures the long-term growth of our client’s wealth with the right stakeholders for generations.

Philanthropic Planning

Philanthropic planning is a compelling way for individuals and families to give to the charities they believe in and care about so the charities’ long-term future is guaranteed while also meeting personal planning objectives. It is an integrated solution meeting the needs of the family and the charity for today and tomorrow, making charitable giving most meaningful.

Tax & Other Compliance

Enabling tax efficiency is a critical aspect of wealth preservation and growth. Apart from that, timely compliance and a planned approach are essential so that there are no surprises and there is opportunity for optimisation. AM Square helps you ensure adherence to timelines, optimisation and correctness of tax with a long term view