Family Office Advisory

Understanding the unique intricacies of managing generational family wealth.

Family office advisory

At Lamarck Group, we understand managing a family office has its complexities, regardless of size or structure, so whether you already have a family office or are setting one up, our specialists will support you and provide expert guidance every step of the way.

Our team has experience establishing, structuring, and operating institutional-sized private investment companies and family offices for wealthy families. We have worked with families of all sizes and structures and are experienced in understanding the unique intricacies of managing family wealth, including planning, structuring, and philanthropy.

We recognize that each family office has its own unique goals, preferences, and values. Our specialists work closely with you to create customized wealth management strategies tailored to your family office's specific needs. Leveraging Lamarck Group's comprehensive offering of solutions and services, we develop strategies that align with your long-term objectives to preserve and grow your family's wealth.

As part of our commitment to providing comprehensive support, we offer innovative analytics tools that provide detailed insights into your family office's performance and risk exposures, enabling you to make well-informed decisions. We also facilitate networking among family members and professional executives to encourage and promote an environment of knowledge-sharing and collaboration.

For international families, our cross-border strategies bring together family members, businesses, and foundations worldwide and help you better understand the complexities of managing diverse global interests.

We Offer

Investment

A disciplined approach to asset allocation and portfolio oversight that allows you to remain fully invested for the long term and manage volatility and risk.

We Offer

Capital Markets

Access to specific markets, sectors, and currencies while targeting desired outcomes such as enhanced participation, yield generation, and capital protection.

We Offer

Investment Management

All portfolios are constructed to achieve specific goals and give you peace of mind, knowing you are on the right path to achieving your financial goals.

We Offer

Alternative Investments

Guiding qualified investors into non-traditional assets, including private equity, cryptocurrencies, initial and secondary public offerings, and hedge funds.

We Offer

Private Investments

Enabling qualified investors to invest alongside financial institutions and tap into exclusive opportunities that may not be accessible to the broader market.

We Offer

Sustainable Investing

A community of like-minded individuals committed to making a difference and harnessing the power of capital to drive change and a more sustainable future.

We Offer

Portfolio Analytics

We take a holistic approach to portfolio analytics by looking at your investments as part of your broader assets, liabilities, and business interests.

We Offer

Family Office Advisory

A comprehensive offering of solutions and services to develop strategies that align with your long-term objectives to preserve and grow your family's wealth.

We Offer

Financial Planning

As time passes and you accumulate wealth, we make sure that your financial plan adjusts to take account of changes and unlock the true value of new opportunities.

We Offer

Trust & Wealth Planning

We put you and your family on the right path to ensure your wealth transfer is smooth and maximized and your family heritage and values are protected.

We Offer

Philanthropy

Focus on what you want your legacy to achieve by understanding your vision, values, and goals and ensuring your giving efforts are directed in the right areas for you.

We Offer

Future Generations

Providing a framework that helps heirs to explore their passions, discover a purpose, and leverage their family wealth to drive positive change.

Your legacy, our mission – creating lasting wealth together.