Family Office Establishment and Management
A Family Office as a Reliable Catamaran
Catamaran Family Office establishes a single family office as a personalized management platform for families requiring impeccable coordination, strategic depth, and the highest level of confidentiality.
We create more than just a support service; we build a resilient framework for managing family wealth, tasks, and priorities within a unified, meticulously calibrated system.
- Our approach is based on an architecture comparable to the best private banking and family office practices: a single coordination center, a personalized service model, and the integration of financial, legal, tax, operational, and lifestyle frameworks. We ensure precision in execution, managerial discipline, and continuity of decisions, while maintaining privacy, flexibility, and a high standard of service.
- For clients with complex structures, international assets, multiple jurisdictions, and the need for constant interaction with advisors, we create a finely tuned operating environment. This allows the family to retain control over key decisions while delegating day-to-day coordination and monitoring to a professional family office team.
- As part of our mandate, we form and maintain the management structure, facilitate interaction with external consultants, organize reporting, oversee execution, support inheritance and tax planning processes, and help build a long-term model for succession and family governance.
- We pay special attention to the quality of the client experience. This translates to a high level of personal attention, predictability, meticulousness in detail, respect for confidentiality, and the ability to act in the interests of the family as a whole.
SERVICE FRAMEWORKS
Family Office Assistant
Suitable for families requiring reliable daily coordination of key tasks. We provide administrative support, oversight of instructions, communication with external counterparties, basic family office organization, and support for ongoing processes.
Private Office: Finance & Compliance
A format for families requiring financial discipline, cash flow control, compliance support, coordination with banks and professional consultants, and regular management reporting.
Global Strategy & Legacy
A solution for families who view capital as a long-term system. This format includes strategic support, ownership architecture, succession, family governance, preparation for intergenerational wealth transfer, and coordination of key decisions at the family office level.
Dedicated Family Office
A comprehensive «turnkey» family office management format. We build and maintain a personalized operating model, coordinate the team and advisors, ensure constant process control, financial transparency, a reporting package, compliance coordination, and family support on all key issues.
Family Office Build-out
Building a family office from scratch or transforming an existing structure. We define the management model, regulations, functional scope, reporting framework, selection of vendors, and the implementation roadmap.
Family Governance & Family Constitution
Developing decision-making rules, roles, communication protocols, and family wealth management mechanisms. This format helps the family formalize interaction principles and reduce operational and intergenerational risks.
Exit-Strategy Support
Preparing the owner and the structure for the sale of an asset or an exit. This includes pre-exit structuring, compliance preparation, the «source-of-wealth» pack, coordination of banking, legal, and tax consultants, and revenue distribution scenarios post-transaction.