DFK Benjamin King Money and BKM Financial Services provide a full suite of support services for your Family Office. We help your family transfer established wealth across generations and take the ‘money questions’ out of your family relationships. We help with:
Family wealth advisory services
Investment strategy
Structuring advice
Cash flow and debt strategy
Estate planning and generational change
Asset protection
Consolidated wealth reporting
Family treasury services
Management of cash position
Structured finance
Wealth sourcing and negotiating institutional rates
Cash flow operations – bill payments
Family investment services
Investment research and selection
Asset allocation
Risk monitoring
Investment committee
Family relationship management
Mentoring – leadership development
Generational issues
Co-ordinate work with other professional advisers
Regular scheduled meetings
Governance services
Constitution
Compilation of Family Board
Family remuneration and entitlements
Family values and expectations
Social responsibility services
Philanthropy
Link to family values
Ethical investments
Structures – charitable trusts versus charitable organisations
Risk management services
Business insurance – Directors, Corporate, Travel, Property, Tax Audit, Landlord
Personal insurance – Life, TPD, Trauma, Income Protection, Key person