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As your personal CFO, A&M’s service offering encompasses much more than just managing your investment portfolio. We take a holistic view of your wealth and offer you a variety of family office services to give you and your family a comprehensive solution for your financial life.

Family Office Services:
  • Creation and administration of special legal entities
  • Advice on family law matters
  • Asset structuring and estate and retirement planning
  • Tax advisory and optimization
  • Global real property sourcing and support
  • Business consultancy, due diligence and capital raising
  • Charity and philanthropy advisory
  • Advisory and management of tax-efficient residency