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A partnership for the long-term

Family Investment Office

We work with your family to:

  • formulate the vision;
  • design the guidelines; and
  • implement the framework

required to manage your family’s wealth for current and future generations.

The Family Investment Office service provides guidance in all aspects of your family’s governance framework. This incorporates investment management, comprehensive reporting and administration plus access to the broader Evans & Partners network.

 

Family Investment Office Services

Governance

Establishing and supporting the family framework

 

Investment

Focusing on
risk and return

 

Reporting and Administration

Enhancing efficiencies and providing timely, valuable insights

Professional Support

Broad range of
related services
  • We believe every Family Office is unique and requires its own tailored solution to help you understand the purpose of your family capital.

  • Our clients’ success was derived in many forms. Our focus is on helping sustain and maintain your collective family’s financial success, while supporting other important non-financial outcomes including family harmony, philanthropy, and harnessing entrepreneurialism within generational transitions.

  • At our core we are investment and asset managers with extensive experience and capabilities, enabling us to deliver an advice and relationship solution to support you and your family.