Outsourced
Family Office
Catamaran Family Office is an independent international outsourced family office serving principals and families with substantial private wealth, complex cross-border interests and assets held across multiple jurisdictions.
We work directly with principals and authorised family members or integrate seamlessly with the client’s existing infrastructure, including a single-family office, private office, investment team, legal function and network of trusted advisers.
Our role is to provide a consolidated view of the family’s wealth, promote consistency in decision-making and maintain discreet oversight of implementation across asset classes, structures and jurisdictions. Every mandate reflects the family’s values, governance framework, succession objectives and long-term priorities.
We do not replace trusted advisers. We coordinate their work in the interests of the principal and the family, identify gaps, dependencies and potential conflicts, provide an independent perspective and oversee the implementation of agreed decisions.
For specialised assignments, we can engage a global network of 4,500 vetted senior professionals and subject-matter specialists across 50 countries, selected according to the relevant jurisdiction, sector requirements and complexity of the mandate.

One Owner. One Framework. Complete Control Over Execution.
FAMILY OFFICE ARCHITECTURE
- Establishment, restructuring and development of single-family and multi-family office structures across relevant international jurisdictions
- Design of private wealth governance frameworks, operating models, authority structures and decision-making protocols
- Coordination of private banks, investment managers, legal counsel, tax advisers, fiduciaries and other professional service providers worldwide
- Succession planning, intergenerational wealth transfer, family governance and the development of family constitutions
- Selection, independent assessment and coordination of key executives, trusted advisers and external service providers
- Integration of regional and international legal, corporate and fiduciary structures into the family’s global ownership and governance framework
STRATEGIC & PROFESSIONAL COORDINATION
- Cross-border ownership structuring and coordination of global compliance, AML/KYC, tax residency and source-of-wealth requirements
- Alignment of legal, tax and regulatory positions across relevant international jurisdictions
- Outsourced CFO support, including consolidated reporting, cash-flow and liquidity planning, budgeting and financial controls
- External investment office and CIO support, including portfolio analysis, manager selection, investment due diligence and ongoing risk oversight
- Coordination of international acquisitions, disposals, corporate reorganisations, financing arrangements and exit strategies
- Global coordination of private banks, corporate and fiduciary service providers, legal counsel, tax advisers and other regulated professionals
INDEPENDENT PRIVATE WEALTH OVERSIGHT
- Consolidated oversight of global assets, liabilities, ownership structures and cash flows
- Independent monitoring of private banks, investment managers, custodians and external service providers worldwide
- Coordination of confidentiality, data protection, cybersecurity and operational risk controls across the family’s ecosystem
- Oversight of international real estate, yachts, private aircraft, art, collectables and other lifestyle assets
- Coordination of global family mobility, residency, relocation and related private office requirements
- Consolidated reporting on portfolio performance, exposures, liquidity and risk for the family and its authorised representatives
ASSET STRUCTURING AND ADMINISTRATION
- Design and coordination of cross-border ownership structures for private, business and investment assets across relevant international jurisdictions
- Coordination of the establishment and administration of foundations, trusts, holding companies, SPVs and other special-purpose structures
- Discretionary management of bespoke, globally diversified portfolios across public markets, private markets, real estate, digital assets and other asset classes
- Oversight of complex, mobile and illiquid assets held across multiple jurisdictions
- Consolidated reporting on global assets, liabilities, cash flows, performance and risk, together with independent oversight of banks, investment managers, custodians and external service providers
