Stonegate Family Office Services
Ultra High Net Worth Individuals and Families have very complex needs. Stonegate Family Office Services group covers a wide range of bespoke client services to meet these multifaceted needs.
With our global footprint, Stonegate Family Office Services provides ultra-wealthy families access to various jurisdictions and financial centres.
Stonegate Family Office Services include:
• Offshore trust advisory, structuring and administration
• Family investment fund structuring and administration
• Business offshoring advisory services
• Global investment accounting and reporting
• Data aggregation and consolidated reporting
• Online portal access to reports
• Client information management
• Currency exchange relationships
• Investment policy development
• Asset allocation plan development
• Access to Investment advisory & Investment management
• Outsourced portfolio management and/or CIO introductions
• Access to sophisticated global tax counsel
• International private banking and custody relationships in multiple jurisdictions
Stonegate Family Office Services handles global business offshoring, offshore trust and investment fund structuring and administration, all with a fully automated reporting engine that tracks the family’s investments across all of its global investments.