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.
Access to specific markets, sectors, and currencies while targeting desired outcomes such as enhanced participation, yield generation, and capital protection.
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.
Guiding qualified investors into non-traditional assets, including private equity, cryptocurrencies, initial and secondary public offerings, and hedge funds.
Enabling qualified investors to invest alongside financial institutions and tap into exclusive opportunities that may not be accessible to the broader market.
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.
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.
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.
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.