INCEPTION . INCUBTION . HANDOVER
THE SINGLE-FAMILY OFFICE JOURNEY
YEAR 1-2
INCEPTION
The Family meets with Maiestas to have a conversation about their needs, portfolio and aspirations.
Maiestas implements, structures and sets up the Family Office and assigns a dedicated Family Officer.
The Family Office manages all legal, tax, administrative duties as well as heir and legacy management.
YEAR 3-5
INCUBATION
The Family meets with Maiestas to have a conversation about their needs, portfolio and aspirations.
Maiestas implements, structures and sets up the Family Office and assigns a dedicated Family Officer.
The Family Office manages all legal, tax, administrative duties as well as heir and legacy management.
YEAR 4-6
HANDOVER
The Family Office manages all legal, tax, administrative duties as well as heir and legacy management.
Maiestas implements, structures and sets up the Family Office and assigns a dedicated Family Officer.
The Family meets with Maiestas to have a conversation about their needs, portfolio and aspirations.
*Timeframe truly depends of starting points, client execution capability and magnitude requirements