Our Services

An Integrated View: The Future of Family Office

Families and entrepreneurs with operational businesses have distinct requirements.

These businesses form the foundation of their wealth, yet traditional family offices often lack the capability to address the vital concerns associated with them. They also tend to overlook the integration of these businesses into the management of other assets.

WSL Family Office & Private Wealth Management bridges this critical gap.

By combining extensive operating experience with wealth management expertise, WSL offers a comprehensive 360-degree perspective. This approach creates a holistic strategic view that effectively balances three essential needs:

The current and future requirements of the family
The current and future demands of the businesses
The current and future considerations for managing risk

When these three components are in harmony, they pave the way for a future rich with possibilities.

Custom Solutions

Our clients possess unique needs that reflect each client's history, assets and vision. In creating solutions each client receives customized bespoke pathways to achieving their long term goals.

Business & Strategic Advice

At the core of successful entrepreneurs and families sits a business or businesses. These businesses need as much attention as liquid assets in order to achieve the family's long term vision.

Illiquid Wealth Management

Families and entrepreneurs accumulate unique assets over time. These unique assets often become step children unless they receive proper focus.

Comprehensive Wealth Management

It's important to integrate the management of a family's liquid and illiquid wealth in a truly holistic process. In doing so, this creates a framework to manage the risks and opportunities to maximize the family's future.

Estate & Financial Planing

Families possess complex intergenerational issues around estate planning. This planning must incorporate family dynamics, intergenerational needs and the family's legacy vision.

Tax Planning

The right tax strategies, preparation and planning are integral to a successful financial strategy. Multi-generational transfer strategies taking account of multi-jurisdictional requirements where relevant allow families to focus on keeping more of what they make.

Family Governance

How families make decisions is often determined by their values and culture. Good governance when incorporated into the decision-making process is essential to the effective management and stewardship of the family's wealth.