Family Office Advisory

Strategic Solutions for Sustaining Generational Wealth and Harmony

In the “Landscape of Family Offices in Greater China Report 2024” by the Roger King Center for Asian Family Business and Family Office, HKUST Business School, the research emphasizes that family offices should not be limited to wealth management alone. Instead, they should focus on three core priorities:

  1. Preserving family wealth

  2. Maintaining family harmony

  3. Sustaining family values and legacy

Despite the growth of family offices in Greater China, significant governance gaps remain:

  • 75% of family offices lack robust governance structures.

  • 50% of multi-family offices are considering establishing single-family offices but face challenges in setting up effective governance frameworks.

  • Most Single-Family Offices (SFOs) in China have been established within the past decade, indicating a steep learning curve in governance practices.

The report also identified the commonly overlooked areas of governance:

Challenges We Address

  • Family offices face distinct challenges beyond traditional investment management, requiring customized wealth preservation and governance solutions.

  • We focus on building robust governance structures that align with family values and ensure long-term sustainability.

  • Our services guide family offices through the intricacies of legacy planning, ensuring wealth is preserved across generations.

  • We provide strategic guidance to manage the complexities of family dynamics and align interests with business and investment goals.

Key Focus Areas

  • Establishing formal structures that align decision-making processes with family values and long-term objectives, ensuring harmony and reducing conflict.

  • Crafting succession plans that maintain business continuity and safeguard family influence across generations.

  • Integrating sustainable investment strategies that reflect the family’s values, while delivering long-term growth and impact.

  • Setting up advisory boards and governance structures tailored to the unique needs of single-family and multi-family offices.

  • Providing guidance and frameworks to manage family relationships, resolve conflicts, and maintain intergenerational cohesion.

Solutions Provided

  • Promoting clear communication and transparent decision-making to maintain unity and prevent conflicts.

  • Aligning wealth preservation with growth strategies that reflect family values and long-term goals.

  • Designing governance structures that align with the family’s mission and support succession planning.

  • Custom frameworks like family constitutions and advisory boards to meet each family's unique needs.

  • Equipping future leaders with financial literacy and leadership skills to uphold the family legacy.

  • Aligning giving and impact investments with the family’s mission and values.

Empowering Your Family Office for Generational Success

At Alto Cognito, we provide customized governance, advisory, and leadership solutions to support your family office’s long-term growth and resilience. Our approach emphasizes sustainable practices and values-driven decision-making to help safeguard and build on your family’s wealth and legacy.

Connect with us to explore how we can help guide your family office toward enduring success and harmony.