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Family office wealth management done right
Whether you’re setting up a framework to govern your wider family investment needs. Or laying the foundations for future succession planning. The management versatility provided by a family office set-up is something that every UHNW individual should be taking advantage of.
Encompassing a core group of experienced specialists, your dedicated office team can contribute expert advice and directly handle the essential family office wealth management services you want to focus on – all while incorporating your chosen family office services into your wider wealth management plan.
Our family office services
We aim to provide our clients with an industry-leading, single-family office proposition that brings together the best of our holistic wealth management offerings.
Having assisted countless UHNW individuals in establishing private banking family offices for decades, our dedicated family office wealth management services are perfectly positioned to help you generate, manage, and preserve your family’s wealth moving forward.
Going beyond standard practice
Our family office services are deliberately structured to seamlessly support families in designing, building, and managing their finances and assets – no matter if these needs are triggered by a significant liquidity event or simply as a result of your family wealth outgrowing previous platforms.
Bespoke to your specific office demands and requirements, we can tailor our approach to meet your office’s unique goals, challenges, and ambitions, all to deliver a satisfactory end-to-end solution that goes above and beyond conventional private banking standards.
Dedicated wealth planning and protection
With a long history of working with business and non-business families managing their own financial wealth, our Family Governance and Family Office Advisory services have the experience and expertise necessary to help UHNW individuals establish a robust family governance framework.
With their help, we’ll guide you through the often complex process of assessing, planning, establishing, and operating a bespoke family office structure – one that’s been specifically tailored towards meeting your financial needs.
Investment management
Depending on the functions your family office is mandated to perform, you may decide to take on a number of different investment approaches in order to sufficiently realise your family’s financial ambitions.
From fully discretionary and active advisory services to execution-only assistance, our Chief Market Strategist and an award-winning alternative investment team can facilitate the building of a bespoke alternatives portfolio, while our Global Solutions Group can present you with unique investment ideas that go above and beyond those associated with classic wealth management practices.
Many families also seek clarity on what is private equity as they evaluate opportunities within the broader alternative investment landscape and consider long-term growth strategies.
Credit solutions
Many family offices benefit from engaging in enhanced financial return processes to improve their overall liquidity. Our lending services encompass Lombard lending, single stock lending, residential mortgage and other tailored lending. As private mortgage lenders, HSBC can also provide bespoke residential financing solutions tailored to the specific needs of UHNW families and their family offices.
We can even connect you with our HSBC Corporate Banking franchise, which may be able to finance your family business from the ground up and contribute funding towards any new ventures you may be considering.
Banking services
Like all businesses, your family office may have the need for traditional banking products. We can provide your family office with a comprehensive range of products, from basic currency accounts to an institutional Global Custody platform, and global cash management and transaction banking solutions.
And for highly sophisticated clients, we can even introduce you to our prime brokerage and direct access dealing services as a means of expanding your available family office wealth management options.
We also offer banking insurance solutions that help safeguard your family office against operational and financial risks, ensuring that your structures remain resilient and protected across market conditions.
Related insights
Looking for further insights into family offices and wealth management in general? See what our experts have to say below:
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