Multi-jurisdictional-estate-and-succession-planning

Our Services

Familiae Legatum is a boutique financial advisory firm offering a full spectrum of family office, fiduciary and wealth management and investment structuring solutions.

We partner with families to protect, grow and transfer generational wealth with discretion, excellence and long-term vision.

Our Services Include:

Strategic Wealth Management

At Familiae Legatum, we provide a comprehensive and disciplined approach to wealth management, which is designed to preserve and grow family capital across generations. Our strategies are tailored to each family’s vision, risk profile, and long-term objectives, ensuring alignment between investment performance and legacy goals.

Through our independent network of global partners and investment specialists, we assist with:

Portfolio design, diversification, and performance oversight
Access to structured products, managed portfolios, and alternative investments
Offshore investment strategies and multi-currency solutions
Risk analysis and management
Review of third-party portfolios
Creation, construction and development of bespoke structured products for individuals and institutions
Consolidated reporting and transparent performance monitoring

Our role is to act as an independent advisor and strategic partner, integrating investments, governance, and long-term purpose into a cohesive wealth strategy that endures across generations.

Funding Solutions

At Familiae Legatum, we partner with leading financial institutions and specialist providers to design and secure tailored credit solutions for our clients. Our approach ensures that each facility aligns with the client’s overall wealth strategy, liquidity needs, and long-term objectives.

Through our established network of local and international partners, we assist with:

Investment-backed lending and structured credit facilities
Property and asset finance
Short- and long-term liquidity solutions
Leveraged and margin-based facilities for structured products or portfolios
Assistance with documentation, negotiation, and facility management

Our role is to act as a strategic intermediary, coordinating between clients, banks, and counterparties, to deliver efficient, transparent, and value-enhancing funding outcomes.

Family Office Structuring and Governance

At Familiae Legatum, we guide families in establishing and formalising the structures that preserve unity, purpose, and control across generations. Our approach ensures that each family office is designed to reflect the family’s unique values, complexity, and long-term ambitions, providing a foundation for effective decision-making and stewardship.

Through our expertise and collaborative advisory model, we assist with:

Structuring and formalisation of single- or multi-family office frameworks
Development of Family Constitutions and Governance Charters
Establishment of Family Councils, Investment Committees, and Philanthropy Boards
Definition of decision-making protocols, roles, and reporting lines
Implementation of legacy and value-based stewardship programs

Our role is to act as an architect and governance partner, helping families create sustainable frameworks that balance professional management with family values, ensuring continuity, clarity, and cohesion for generations to come.

Succession Planning & Structuring

At Familiae Legatum, we help families design and implement frameworks that ensure the smooth transition of wealth, leadership, and values across generations. Working in collaboration with our trusted legal and tax partners, we provide strategic oversight and practical solutions to safeguard continuity, protect assets, and honour the family’s long-term intentions.

Through our integrated and collaborative approach, we assist with:

Multi-jurisdictional estate and succession planning
Structuring of trusts, companies, and philanthropic entities
Tax-efficient transfer of wealth across generations
Governance frameworks to support succession and decision-making continuity
Advising on family business continuity, succession planning, governance, and intergenerational wealth transfer
Ongoing compliance, legal coordination, and risk oversight

Our role is to act as a strategic partner and central coordinator, aligning the family’s vision, governance, and legal structures to preserve their legacy and ensure stability for generations to come.

List of approved products

Listed as per FSP requirements

Category
Description

Advice Automated

Advice Non-automated

Intermediary Other

Intermediary Scripted

Long-term Insurance subcategory B1

Long-term Insurance subcategory B2

Long-term Insurance subcategory B2-A

Long-term Insurance subcategory B1-A

Structured Deposits

Securities and Instruments

Long-Term Insurance subcategory C

Retail Pension Benefits

Money market instruments

Debentures and securitised debt

Bonds

Participatory interests in a collective investment scheme

Long-term Deposits

List of approved products

Listed as per FSP requirements

Category Description	Advice Automated	Advice Non-automated	Intermediary Scripted	Intermediary Other
Long-term Insurance subcategory B1		X		X
Long-term Insurance subcategory B2		X		X
Long-term Insurance subcategory B2-A		X		X
Long-term Insurance subcategory B1-A		X		X
Structured Deposits		X		X
Securities and Instruments		X		X
Long-Term Insurance subcategory C		X		X
Retail Pension Benefits		X		X
Shares		X		X
Money market instruments		X		X
Debentures and securitised debt		X		X
Bonds		X		X
Participatory interests in a collective investment scheme		X		X
Long-term Deposits		X		X
Short-term Deposits		X		X