Wealth Coordination

The primary objective and key function of any family office is to perform efficient control and coordination of various wealth management issues, activities and service providers. LEON Family Office acts as a chef d’ochestre of all wealth management issues,
needs and relationships. LEON is a coordinator with a global view of the family’s matters and assets. We provide clients the following services with the goal of achieving efficient coordination and supervision:
  • Coordination and ongoing monitoring of work of different services providers across multiple jurisdictions (company administrators, directors, trustees, and other fiduciaries, lawyers, tax advisors, accountants, auditors, investment managers, banks, custodians, etc) in respect of personal holding structures (trusts, private foundations, personal investment companies);
  • Wealth advisory on structuring, wealth planning, wealth protection and wealth strategy issues;
  • Succession and estate planning, implementation and ongoing monitoring;
  • Budgeting and control over costs in respect of personal holding structure;
  • Immigration and change of residence planning, implementation and ongoing monitoring;
  • Coordination of internal projects and transactions in respect of personal holding structures;
  • Assistance with substance requirements in respect of personal holding structures;
  • Family governance system design, implementation and ongoing monitoring;
  • Family philanthropy design, implementation and monitoring;
  • Electronic data management system in respect of personal holding structures design, implementation and ongoing monitoring;
  • Ongoing monitoring of compliance of personal holding structures with regulatory and corporate requirements;
  • Other ancillary services.