Outsource your private office to us and set yourself free

Private Office

In a competitive era, clients look for more than just a service provider, who can be committed to achieve their goals. Copperstones adopts a holistic approach in services to meet the unique needs of every client. Through private office services, we deliver an outsourced family office service that goes beyond investment decisions and address full range of family’s needs.

Based on the experience of professionals belonging to wide-ranging backgrounds from accounting, to marketing and from investment banking to law, Copperstones takes pride in offering a holistic and distinguishing service. We provide tailored wealth management services to clients looking for stability and guidance. Based on our wealth of experience, we can provide you financial advice that you need – no matter, how complex or unique the situation is.

We help make the family affairs clear, which can otherwise lead to overwhelming confusion and complexity due to the involvement of multiple stakeholders with divergent interests. Whether you are looking for advice related to particular matter or need to meet specific investment requirements, we treat every client individually and come up with solution that can get you the best results.

Whether supporting a family in establishing a new family office or assisting you on a full suite of services such as staff management, tax matters, payroll, asset management or family governance advice – we help our clients with the entire process by analysing and understanding the business goals and integrating them with the circumstances.

We tailor services to develop appropriate business plans and efficient operating structures. Our core services related to private office include:

  • Copperstones adopts a holistic approach
  • Consolidated asset and liability reporting
  • Family office establishment and maintenance
  • Centralized key family information
  • Personal and official wealth management
  • Family business governance
  • Streamline family office operations
  • Tax and philanthropy matters
  • Taking care of investment
  • Organize stakeholders meetings

Through private office services, we deliver an outsourced family office service that goes beyond investment decisions and address a full range of family’s needs.

Our Services