Family Offices Services
The rise of the family businesses and the expanding beneficiaries have been increasing the demand for professional financial advice. The family businesses have already set Family offices, regardless of their size, they have been targeting to maintain and preserve the family wealth.
Z Advisors is specialized in investment appraisals and SME valuations pre/post-investment. By providing them with independent financial advisory services, that put in place a short and long term, dynamic, plan and screen investment offerings and vehicles to achieve that plan.
Z Advisors helps decision-makers appraise investments from an independent financial advisory firm, putting the client best interest above all.
Investment appraisals are reported in correlation with portfolio assets and aligned with policy targets.
Z Advisors offers full-fledged support and advisory buy-side or sell-side transactions, generating a detailed report for the full investment expected term.
Economic Needs
- Wealth planning
- Wealth preservation
- Investment Appraisals
- Private Placements
Philanthropic Needs
- Project screening
- Project appraisal
- Structure
Why Z Advisors?
Independent
Family offices are facing a wide range of investment choices, investment products and investment ideas. That is why receiving independent financial advice, from an independent professional advisor, who prioritises client best interest and provides a full investment appraisal report, is mandatory before taking an investment decision.
Simple Communication
“If you can’t explain it simply, you don’t understand it” Albert Einstein.
Our clients don’t necessarily have a PhD in finance or master in accounting, so clear simple communication is key for progress.
Professional
Our advisors hold the required experience and intellect to get the job done. Stating clearly what they can and can not do.
Family Offices Meaning
A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with over $100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations.
The company’s financial capital is the family’s own wealth. Family offices also may handle tasks such as managing household staff, making travel arrangements, property management, day-to-day accounting and payroll activities, management of legal affairs, family management services, family governance, financial and investor education, coordination of philanthropy and private foundations, and succession planning. A family office can cost over $1 million a year to operate, so the family’s net worth usually exceeds $100 million in investable assets. Some family offices accept investments from people who are not members of the owning family.
