Leaf Capital Partners Asia
Leaf Capital Partners Asia 

Leaf Family Office Services 

We understand that performance is essential. Experience has proven that there are many factors that can provide or detract from meeting the family long-term financial and life-style goals. To address factors that affect Family Offices, our services encompass the following:

  • Assist with the family throughout the entire process of setting up and running a family office
  • Implement a family constitution to create private trust companies. 
  • Establish Risk Management protocols 
  • Investment Manager Selection and monitoring
  • Performance oversight and re-balancing
  • Portfolio Reporting
  • Secession planning 
  • Security and Privacy 

Support strategic long-term family vision.

Actively guide, advocate, support governance and business commitees.

Provide estate planning and recommendations.

Develop wealth family plans.

Support trustees in fiduciary duties.

Financial resources and objectives.

Develop wealth transfer plans. 

Coordinate with financial planners and advisors.

Facilitate information flow

Select the best managers to implement the family policy, incorporating an institutional due dillgence process to select and monitor  managers that coalesce to optimize risk adjusted returns.

 

 

 

 

Support family philanthropic mission and chartiable organizations.

Guide the family in choosing the appropriate vehicle for their chartiable giving such as private foundations, charitable trusts, donor advised funds, pooled giving and indivdual gifts. 

 

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© Leaf Capital Partners Asia 2017