At Lucia De Klein Private Office, we take pride in being the premier partner for high-net-worth families. We deliver a sophisticated, balance sheet-oriented approach to anticipate and meet their evolving needs. With extensive expertise in the family office industry, we are committed to crafting bespoke services explicitly tailored to the unique circumstances and aspirations of each family or individual client as they navigate their path to the future.
We provide Family Office consultancy and advisory services, which include topics related to the structure of a Family Office, key appointments, selection of advisory boards, family meetings, and technical and legal support.
We provide solutions for Family Governance Frameworks, Family and Business Charters, and Estate and Succession planning strategies. Wills discussions and guidance, trust reviews, and recommendations.
We assist you in forming a family philanthropy strategy and legacy.
We assist you in forming a family philanthropy strategy and legacy.
We review your existing advice, make recommendations, and support your advisory team in implementing any proposed restructuring.
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