Stonegate Family Office Services

Ultra High Net Worth Individuals and Families have very complex needs.  Stonegate Family Office Services group covers a wide range of bespoke client services to meet these multifaceted needs.

With our global footprint, Stonegate Family Office Services provides ultra-wealthy families access to various jurisdictions and financial centres.  
Stonegate Family Office Services include:

•    Offshore trust advisory, structuring and administration
•    Family investment fund structuring and administration
•    Business offshoring advisory services
•    Global investment accounting and reporting
•    Data aggregation and consolidated reporting
•    Online portal access to reports
•    Client information management
•    Currency exchange relationships
•    Investment policy development
•    Asset allocation plan development
•    Access to Investment advisory & Investment management
•    Outsourced portfolio management and/or CIO introductions
•    Access to sophisticated global tax counsel
•    International private banking and custody relationships in multiple jurisdictions

Stonegate Family Office Services handles global business offshoring, offshore trust and investment fund structuring and administration, all with a fully automated reporting engine that tracks the family’s investments across all of its global investments.

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