For clients with more than 10 million in assets under its management, Alpen Partners offers clients a complete range of family office services, similar to what large multi-billion dollar families typically receive through their own family offices.
Our clients have realised the cost and efficiency benefits of having Alpen Partners take care of their family office, and they have appreciated that the need to own their own family office became a dispensable luxury.
One of the main reasons an individual should consider forming a family office is what it can do for their future. People with high net-worths have worked hard for their money and it would be a shame for it to be wasted in the event that they are not around anymore.
With the help of Alpen Partners , your family office can be equipped with the following resources to ensure your wealth is taken care of.
A family governance is a plan created using your values and goals that lays out the plan for your wealth for generations to come. This is also the step where those values are discussed, developed, or changed.
Incorporating a next-generation education plan into your family office planning will make sure that your family members are ready for the responsibility.
Our goal when assisting you with this major step is ensuring that your values are kept at the forefront of the plan.
While estate planning, you will determine to whom assets are allocated, how much may go to a philanthropic organization, what will happen with your belongings, and more. Without an estate plan, lawyers may have a hard time determining what will happen with your wealth and can cause a rift in a family dynamic.
Along with planning for the future, by forming a family office, your current wealth can be protected through risk management, portfolio advisory, financial planning, and more.
There is no perfect plan for everyone when it comes to financial planning, which is why it is encouraged to seek advisors educated in doing just that. Returning to the house analogy, chances are you don’t know much about how to design or construct a home. Hiring a financial planner is like hiring the contractor to organize the construction of your new home.
Just like in everything you do, when making an investment you are opening yourself up to many financial risks, such as high inflation, volatility in capital markets, bankruptcy, recession, and more.
In order to make make the risk smaller, and to minimize the probability that your investment will run into a risk, investors and fund managers practice risk management.
Through asset protection planning, you stand a chance at protecting your valuable property. You will find that asset protection planning takes early planning and proper guidance to meet the objective of taking the chips off of the table so that if bad times hit, you can walk away less scathed.
There are many reasons you should make a plan, mainly involving keeping your property safe in the event that someone wins a lawsuit against you. To avoid this, asset protection planning is key.
With charitably-minded investments, wealthy families and smart investors make efforts to support, explore, and build a culture of shared purpose.
Secretarial services include all services that will make the life of our clients easier.
Cash management, personal advisory, and party planning are some of the services that our team can offer.
Alpen Partners provides its larger clients with the full range of family office services. More than being simply an asset manager for clients, we become their trusted partner to handle all aspects of their private affairs.
No matter the problem, Alpen Partners will handcraft a solution for you. We know that there is no one-size-fits-all when it comes to financial success. Our approach involves working with our clients to make a unique plan to meet their needs. Rest assured that we will work hard to guide you through the process of meeting your financial and personal goals.
Contact us to enhance your financial plan today.