Family Office

Angel Scions will help you, your family and team members, ensure that your family office is properly governed and managed in alignment to your unique values and goals.

 

Governance Services Include

  • Independent management and oversight.
  • Professional directors & trustees.
  • Trusts, LLP, Corporate Structuring.
  • Building a family constitution.
  • Tax Planning & Book-Keeping

Succession Services Include

  • Succession wealth transition.
  • Protecting future generations.
  • Wealth transition / next generation planning.
  • Protecting, mentoring and educating the next generation.
  • Creating a legacy
  • Charitable trusts and foundations for philanthropic purposes.

Consolidated Reporting Services
Include

  • Accounting, tax reporting, regulatory and statutory compliances & filings.
  • Portfolio management systems.
  • Risk Management.
  • Investment monitoring reporting.
  • Asset level consolidated reporting.

Asset Administration Services Include

  • Private co-investment vehicles.
  • Fund establishment and administration.
  • Angel Investing,
  • Venture Capital,
  • Private Equity & Hedge Fund services.
  • Investor reporting.
  • Administration of listed and non-listed investments