Family Office

Ensuring stability, growth and cohesion beyond the business

For large families or those whose wealth extends beyond their business, establishing a Family Office is an ideal solution for managing family and financial assets, optimizing investments, and planning long-term succession. 

We assist in (re)defining the purpose, vision, scope, services, and governance of your Family Office, partnering with specialists in taxation, succession, and asset management as needed.

Why is a family office essential for the continuity of your family enterprise system?

A Family Office is the perfect structure for supporting the family and its affectio societatis while adapting to its evolving needs, whether for new investments, philanthropy or support for businesses created by family members. We assist you in: 

  • Defining the purpose and vision for the Family Office.  

  • Identifying and clarifying the various categories of family assets (human, financial, intellectual, social, and reputational capitals).

  • Developing a family strategy for each type of capital.

  • Establishing governance rules for the Family Office.

The family office: a platform to preserve your family enterprising ecosystem 

Ensuring the continuity of your enterprising family ecosystem is often a significant challenge. A Family Office helps establish strategies for preserving family wealth across generations, incorporating tools for tax planning, succession and governance. 

It also professionalizes the management of family assets—financial, real estate, or business-related—ensuring that investment, wealth management and succession decisions align with the family’s goals and values. By having a dedicated structure, families can establish clear governance that minimizes the risks of internal conflicts, structures decision-making and maintains transparent communication.

Need help designing or optimizing your family office?

How does Teleos support the structuring of your wealth strategy?

Using our methods of facilitation and collective intelligence, we support you in your discernment and the emergence of your shared vision for your Family Office. We surround ourselves with the best external specialists for all aspects of investment strategy definition and wealth structuring. 

  • Testimonial

    The transition from the third to the fourth generation of UCB family shareholders had been carefully planned for more than a decade by my aunts, uncle and father. My three cousins and I knew that we were likely to work together for at least twenty years to support the future innovations and growth of UCB. The competition of the succession process and numerous other unstated issues had somewhat come in the way of our deep friendship and mutual respect. In less than two days of work, Sophie helped us come to the core of those issues, feel them, express them clearly and move forward with a stronger than ever sense of unity and purpose. Those two days have nourished our interactions over the last years. 

    Charles-Antoine Janssen - Vice-Chairman - UCB

  • Testimonial

    Sophie is an exceptional facilitator and coach who enables and empowers family business members to develop a business vision and growth strategies through effective communication. Her ability to create, maintain and teach psychological safety with underlying empathy to enable difficult and sensitive conversations within the family and the business is truly remarkable. Her unique understanding of multi cultural family dynamics enables her to be an effective catalyst for driving positive transformation both in the business and interpersonal dynamics of various stakeholders. It’s been a privilege to know and work with her.

    Aasiya & Samana Tejani G3, Co-owners - Director of Finance & Director of Operations Gits Food Products Pvt. Ltd

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