A Holistic Wealth Management Family Offices & Multi Family Office Administration.
We offer services across the full range of private wealth CFO/COO functions including:
Precise tracking and valuation of assets, including private equity, funds, securities, art, and agriculture, ensuring up-to-date and value-added information.
Comprehensive tracking and processing of transactions globally, managing bank transactions and credit card usage across currencies efficiently.
Integrated analysis of assets, liabilities, and disbursements to project future cash flows for informed family office decision-making.
Timely, consolidated financial reports, including cash flow analysis and loyalty points tracking, providing a complete financial overview.
Advanced security measures using cyber and human intelligence to protect your family's digital and financial data from threats.
Managing the entire trade lifecycle, from monitoring trades to ensuring regulatory compliance, handling collateral, and executing legal agreements.
Total wealth administration and reporting, complete and customized to client.
Complex investment reporting including private assets and liquid alternatives.
Cash flow and disbursement management including fee audit.
Support for structuring, KYC/AML and subscription/redemption/capital calls.
Cyber and data security specific to family office environment.
Legal and tax support for international, globally mobile individuals.
Years of Expertise in Managing Outsourcing
Taking your Family Office & Multi-Office Administration To Next Level.
Streamlines processes, saving time and resources, allowing you to focus on core family and business matters.
Access to specialized knowledge and experience in wealth management, enhancing decision-making and asset protection.
Implementing advanced security measures to protect your financial data and digital assets from potential threats.
Taking your Family Office & Multi-Office Administration To Next Level.
Terracegate has years of first-hand experience in dealing with subtle, nuanced operational and accounting issues from strategy to execution. We reduce the natural friction and headaches which come from the daily process of managing family wealth and assets both publicly traded and privately held.
We streamline and simplify processes, saving time and resources which can be better applied to core family and business matters.
Access to specialized knowhow and experience. Critical issues that a family may face for the first time will often be things we have resolved successfully before.
Implementing comprehensive security measures to protect family financial data and digital assets from cyber-threats.
Experience a seamless transition with our comprehensive onboarding process tailored to your unique family office needs.
Discuss your family office needs and goals in detail. We conduct an in-depth discussion to understand your unique requirements, including your financial objectives, existing challenges, and desired outcomes. This foundational step allows us to tailor our services to precisely match your family office’s specific needs.
Gather all necessary financial information, including asset details, transaction records, and existing financial reports to create a comprehensive overview. Our team works closely with you to ensure all relevant data is collected accurately, which forms the basis for a thorough analysis and a well-informed strategy.
Develop a personalized plan that addresses your specific needs, from asset valuation to disbursement management and reporting. We leverage our expertise to craft a strategic plan that encompasses all aspects of your family office management, ensuring each component is aligned with your overall financial goals and compliance requirements.
Execute the customized plan with precision, ensuring seamless integration into your existing processes and providing ongoing support and updates. Our team manages the transition smoothly, incorporating the new systems and procedures into your daily operations while offering continuous assistance to address any issues and optimize performance.
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We excel in Family Office and Multi Office management, offering outsourced COO and CFO services with unmatched precision, robust security, and personalised care.
Copyright © 2024 All Rights Reserved
