Background

With no structured system to manage their growing wealth, our client’s previous attempts at establishing a family office had failed—until Fortunae stepped in. Leveraging our expertise in wealth advisory and family dynamics, we designed a tailored infrastructure to oversee investments, operations, and legacy planning. This case study reveals how we transformed fragmented efforts into an efficient, future-ready family office.

Understand the Needs and Vision

After past disappointments, the family needed a fresh approach—one built on trust. We earned their confidence through thorough conversations with key stakeholders, uncovering their true priorities in wealth management, estate and succession planning. By analysing existing structures, we identified critical gaps and crafted a tailored strategy aligned with their long-term vision.

Structuring for Long-Term Success

To build a strong foundation, Fortunae optimised the family’s tax and legal frameworks, refining trusts and operating companies for efficiency while engaging top-tier legal experts. We revamped their investment strategy, identifying portfolio imbalances, unlocking new opportunities, and securing top alternative asset managers with cost-effective terms. On the operational side, we restructured back-office functions, streamlining accounting, reporting, and compliance to enhance efficiency and scalability.

Building a High-Impact Team

We streamlined the family office by evaluating existing staff, filling skill gaps, and optimising roles. To keep the core team lean, we recommended outsourcing specialised roles while hiring a Head of Family Office to oversee operations and third-party partnerships. This efficient structure ensured smooth management and top-tier performance.

Leveraging Technology for Precision & Security

With a numbers-driven client, we implemented cutting-edge financial reporting tools to track investments and performance in real time. Our secure, user-friendly system ensured seamless communication, data transparency, and top-tier privacy—empowering the family with instant financial insights.

Empowering the Next Generation

We crafted a strategy to prepare future generations for wealth stewardship while aligning with the family’s philanthropic vision, ensuring their legacy thrives for years to come.

A Future-Ready Family Office

Setting up the family office was just the beginning—ongoing optimisation ensures it evolves with market shifts, family dynamics, and legal changes. Through strategic reviews, smart hiring, and cutting-edge technology, we built a scalable, legacy-driven infrastructure that balances wealth management, personal values, and long-term vision.

The result? A resilient, future-proof family office designed to grow, adapt, and preserve the family's legacy for generations.