Partners
Faster Than the Market. Resilient Beyond Circumstances.
Catamaran Family Office is an independent outsourced multi-family office serving substantial private wealth owners, prominent families, private family offices and sophisticated wealth-holding structures internationally.
We build a coordinated professional ecosystem around each client’s priorities—from global assets, succession planning, governance, compliance and investment infrastructure to lifestyle management, personal projects and specialised cross-border mandates.
For families with an established family office, we provide access to specialist expertise, trusted professional firms and project-based resources within a controlled and confidential framework—without requiring them to expand their permanent team for every specialised need.
Within our areas of expertise, we work with clients who value discretion, predictability, exceptional service, international capabilities, cultural awareness and clear accountability.
In many cases, an individual adviser is not enough. Families require a dependable institutional partner: a firm with an experienced team, established processes, robust quality controls, appropriate professional indemnity insurance, rigorous compliance standards and the capacity to deliver consistently over the long term.
We are therefore building a carefully selected international network of professional firms capable of supporting our clients and Catamaran Family Office as trusted specialist providers in their respective fields. Each relationship is considered with regard to relevant expertise, jurisdictional capabilities, professional standards, potential conflicts and suitability for the mandate.
Catamaran Family Office develops relationships with established professional organisations serving private clients, family offices, HNW and UHNW families, entrepreneurs, investment and fiduciary structures, and owners of complex assets across international markets.
Professional Firms We Work With
We coordinate established specialists across the disciplines required to support international private wealth, sophisticated ownership structures and complex assets.
Legal, Tax and Fiduciary Services
Law firms, tax advisers, trust and corporate service providers, fiduciaries, and succession and estate-planning specialists. This includes firms supporting trusts, foundations, holding companies, special-purpose vehicles, private investment platforms and other cross-border ownership structures.
Audit, Accounting and Financial Administration
Audit and assurance firms, outsourced accounting providers, payroll administrators, and specialists in management reporting, multi-jurisdictional accounting, financial controls, data consolidation, and the administration of family and investment structures.
Compliance, Regulation and Risk
Compliance consultancies, AML/KYC providers, CRS and FATCA specialists, regulatory reporting professionals, risk advisers, internal control specialists and independent due diligence providers.
Investment, Banking and Treasury Infrastructure
Investment firms, asset managers, independent investment advisers, investment due diligence specialists, banks, custodians, treasury advisers, payment providers and firms supporting banking infrastructure within relevant legal and regulatory frameworks.
Real Estate and Private Assets
Property managers, developers, real estate asset managers, private residence managers, movable asset operators, and specialists supporting yachts, business aviation, collectible vehicles, fine art, jewellery, collections and other valuable assets.
Insurance and Asset Protection
Insurance brokers and specialist insurers covering real estate, valuable assets, collections, yachts and aircraft, as well as directors’ and officers’ liability, professional indemnity, cybersecurity risks and sophisticated private ownership structures.
Cybersecurity, Technology and Data Protection
Cybersecurity and data protection firms, digital risk specialists, secure communications providers, and experts in family office technology, information governance and the protection of devices, accounts, archives and confidential documentation.
Lifestyle, Mobility and Private Services
Premium concierge and travel management companies, international relocation and immigration advisers, education consultants, medical coordinators, private staffing specialists and other providers capable of managing personal and family requirements with discretion.
Family Governance, Education and Legacy
Advisory firms, educational platforms and specialists in family governance, next-generation development, family constitutions and councils, succession planning, philanthropy and long-term legacy initiatives.
Our Partnership Standards
We consider organisations capable of operating in high-responsibility, privacy-sensitive environments. Technical expertise and professional reputation are essential, but so are operational maturity, resilience and disciplined execution.
- Relevant expertise and jurisdictional coverage
- Experience serving private clients and family offices
- Team capabilities and continuity arrangements
- Internal governance and quality-control procedures
- Licences, regulatory permissions and professional memberships
- Professional indemnity and other appropriate insurance
- References and demonstrable track record
- Compliance, risk management and information security frameworks
- Capacity to work under confidentiality agreements
- Willingness to complete conflict-of-interest and due diligence reviews
We also consider how a firm communicates and manages sensitive engagements. Accurate documentation and technically sound advice are only part of the required standard. Partners should be able to operate calmly and precisely, minimise unnecessary exposure, respect cultural and family sensitivities, and work within an agreed coordination framework.
How We Work Together
Partner roles and access are defined for each mandate, with clear responsibilities, communication arrangements and confidentiality controls.
Purpose-Built Mandates
Depending on the client mandate, a partner may provide an independent opinion, support a specific jurisdiction, deliver a defined specialist service, join a multidisciplinary advisory team, administer an asset or structure, provide ongoing support, or strengthen the infrastructure of an existing family office.
Defined Responsibilities
For each engagement, we define the partner’s role, level of access, scope of responsibility, communication arrangements, timelines, deliverables, escalation procedures and quality standards.
Need-to-Know Access
Information is shared strictly on a need-to-know basis and only to the extent necessary to perform the mandate. Confidential data is handled in accordance with applicable laws, jurisdictional requirements, the nature of the risk and the client’s instructions.
A Unified Ecosystem
Catamaran Family Office acts as the coordinating centre, helping ensure that every contribution aligns with the client’s broader wealth architecture. This reduces fragmentation and duplication while maintaining continuity, accountability and control.
Independence and Client Alignment
Our network is structured around the requirements of each client—not as a closed panel or a showcase of providers. Partners are considered for specific mandates based on their expertise, jurisdictional capabilities, suitability, potential conflicts and ability to meet the required standard of accountability.
Every professional firm must retain its independence while being prepared to coordinate constructively with the client’s other advisers. Potential or actual conflicts of interest must be disclosed and reviewed before an engagement begins.
In the private wealth environment, trust is earned through consistent execution, discretion, sound judgement, professional ethics and accountability.
Become a Partner
If your organisation serves private clients, family offices, HNW or UHNW families, entrepreneurs, investment or fiduciary structures, or owners of complex assets, we welcome the opportunity to explore a professional relationship.
We are interested in established organisations with experienced teams, demonstrable expertise, transparent processes, rigorous confidentiality standards and the capacity to contribute to a coordinated international ecosystem built around each client’s interests.
