Family Offices

Growth in private wealth has left many high net worth and ultra-high net worth individuals and families in a quandary about how to manage their wealth. Major institutions often have a formula that generally fails to account for specific requirements of their wealthy clients. Our experience in advising individuals and families has helped them resolve complex ownership and jurisdictional decisions. Expadis does not control or hold client money so our consultancy is wholly independent. We liaise with private banks, wealth managers, accountants and lawyers to coordinate the investment strategy you or your family office have approved. The entire focus of our advice to ensure the business, investment, inheritance and philanthropic objectives of our clients are fulfilled in a secure and confidential manner.