SERVICES

All our services share a common theme - we put you at the centre of everything we do and ensure that the best possible service is provided at all times.

 


Tax and wealth structuring

We are experts in understanding, implementing and sustaining (international) strategic tax and wealth planning structures to accomplish durable efficient and effective (international) flows of funds. We can guide the set up of multi-jurisdictional tax and wealth planning structures and coordinate the assistance of local tax, legal and estate planning professionals.
Wealth management

Generatio family office offers a wide range of wealth management services such as the administration, consolidation and performance measurement of your family assets. Additionally we assist our clients with designing their wealth management strategies, transferring of assets and coordinating the communication with their professional advisers.
Private office / convenience services

Our office can receive, execute or and store private mail on your behalf. Furthermore, we can pre-select relevant items that may need your immediate attention or execute certain bank payments on your behalf.
Trusted advisor

Through our broad knowledge and experience in wealth related matters we can act as an independent and dedicated intermediary for the family or individual family members to (private) bankers, asset managers, accountants, lawyers and tax advisors.
Family wealth management structure

We are specialized in designing family wealth management structures. To sustain family wealth, a well balanced wealth management is vital to preserve a family wealth’s for future generations. Balancing decision rights, the use of incentives and performance measurement with a family’s financial, social and human capital can prevent unsuccessful wealth management and wealth transfers from one generation to another.
Wealth stewardship

In circumstances wherein a family’s main decision maker has fallen away and/or suitable family members are not present for the moment, our professional managers can take over (temporarily) the management of a family’s wealth. At the same time, family members can be prepared to take a future role in the family’s wealth management structure.