OUR SERVICES

Every family office is unique, this leads to a tailored range of services that each client can access.

We’re With You When You Need Us

At any stage of the process, Luxica has the scope to support family offices. We offer an exceptional level of expertise on a global level and managing our advisors is a process that requires precision. We make sure that every client can benefit from a service that is cost-effective and provided by independent providers. We provide all advisors with the support they require, giving them the right resources and professional coordination that ensures that there are no conflicts between roles.

In situations where wealth is more established and in-house advisors are already being utilised, our service is designed to provide a level of support for the wider infrastructure which can include premises IT, HR and communications among many things. We strive to help private offices reach their potential through corporate governance and a professional approach.

Alt Text

Expertise and Support

We make sure that all service partners collaborate by taking care of all administrative requirements. We will also streamline services and ensure all plans are designed to ensure you benefit in the right way.

Data Instantly Accessed

At Luxica, our industry-leading platform can be easily accessed using a smart device, providing a clear view of all assets, documentation with data that is easy to understand. Furthermore, the platform is not just designed for financial data as it’s possible to store a whole range of data including exam results and even artwork.

Alt Text

Our Services

Our services are delivered by Luxica or by regulated partners where required.

Financial Assets

Cash
Equities
Fixed Income
Alternatives
Other Financial Assets

Non-financial assets

Family Business
Real Estate
Shares in Private Companies
Marine and Aviation
Lifestyle and Art
Other Non-Financial Assets

Business and Family Succession

Business Succession
Governance Structures
Family Constitutions
Participation on Family Committees
Succession Literacy and Education
Philanthropy Estate Planning

Wealth Management

Consolidated Reporting
Art Advisory Investment
Support Fee Analysis
Cash Management

Trust and Company Services

Trust and Company Administration
Private trust companies
Virtual CFO
Bill payments and banking support
Escrows
Listings

Support Services

Relocation and Immigration
Concierge
Document Management
IT support and premises
Payroll and HR
Third Party Due Diligence
Compliance
Security

“Opting to move overseas was a decision but Luxica handles the process, which ensured we could focus on settling in and enjoying our new life abroad”

FAMILY BUSINESS SALE

Contact us for your 1 hour free consultation

Please use this short form to help us respond to your enquiry as efficiently as possible.