INVESTMENT GOVERNANCE AND MONITORING

Our team will assist you by managing the risks associated with delegating the investment management of family office assets to third party investment managers, ensure robust monitoring of all investible assets across the family office, provide in-house expertise to add value to family discussions ensuring investment managers and advisors performance is fully optimised.

No matter how complex, our team at Suntera Private Office provides ongoing guardianship through a review and monitoring service, identifying both risks and opportunities to support the investment needs of families. Understanding that investments may need to work across generations or span multiple jurisdictions, the team partners with advisors to give families access to a team of independent, experienced, and qualified professionals who can offer a full family office offering. 

From providing governance, compliance, and company secretarial services, and taking care of financial accounting and reporting requirements, to supporting risk management and providing consultancy on structuring, the team is always on hand to offer distinctive solutions to help family capital go further - safely and securely.

To discuss our tailored solutions for your family’s future, please complete the form below.