Forvest Family Offices provide customized and sophisticated planning and family office services to high-net-worth clients around the globe. In combination with several leading international financial institutions and professional advisors in a number of jurisdictions, the Forvest team specializes in creating multi-generational, wealth preservation platforms to accomplish each family’s unique financial objectives.
After the initial Discover Stage where we interview you to identify issues and select problems to be dealt with, we move to the Creative Solution Phase;
We establish a protocol, determine solutions and prepare recommendations;
Our solutions may include legal structures, possible ownership through a trust or a holding company, and the establishment of a private charitable foundation;
We work with you to develop a governance structure for the family, starting with regular family meetings and the establishment of a workable structure that may include a family assembly (rule-making body) and a family council (judicial body);
We help you to develop proven policies, such as employment and compensation for those involved in the family business, as well as roles for those family members not so involved;
We help you to develop processes for the family, including education and development of owners of the family business, and financial initiatives for family members not involved in the the business.