Private family office
Multi-jurisdiction programme coordination
A family wealth-structuring programme across three regions runs as one project: one action tracker, one evidence standard, every adviser accountable to the same list.
Situation
A private family office holds interests across West Africa, Eastern Europe and offshore centres, advised by international counsel, Big Four firms and trustees.
Complication
Each adviser runs its own cadence and its own file. Without a single coordination point, the structure moves faster than the evidence that has to support it.
Resolution
ASE acts as the single coordination and evidence-readiness lead: one action tracker across all advisers and jurisdictions, and a documentation standard the whole programme answers to.
Programme coordination
All adviser workstreams held on one action tracker with owners and dates: counsel in each jurisdiction, Big Four advisers and the trustees all answer to the same list. Nothing depends on who happened to be in which meeting, and no workstream waits silently on another without the dependency being visible.
Evidence readiness
The documentation trail kept ready for scrutiny at any point rather than assembled after the fact. Under cross-border reporting regimes, the question is never whether evidence will be asked for, only when, so source documents, resolutions and adviser opinions are filed to one standard as the programme moves.
- Cross-border private-wealth structuring has professionalised sharply under OECD CRS and FATCA compliance regimes, with families commonly operating across three or more jurisdictions. Hawksford
Discuss a mandate like this one.
A senior reviewer will confirm fit before any proposed next step, and share references where the engagement allows it.