Family Office

The institutional side of the house, opened to your office.

Origination the same hour our institutional clients see it. Co-investment alongside the bank’s own participation. Institutional spreads on everything you execute. And every entity you administer on one screen, under one set of limits.

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Origination

What reaches your desk, and when.

Your office is not looking for another product shelf. It is looking for the transactions that never reach a product shelf — and for them to arrive while they are still available.

You are on the institutional distribution, not the private one. Same hour, same terms, same room.

Originated structures and private placements before general allocation
Co-investment alongside the bank’s own participation, on the bank’s terms
Direct transactions in real assets, infrastructure and private credit
Research and market views on the institutional release, at the institutional hour
Institutional spreads on foreign exchange, listed execution and custody
A direct dealing line to the desk — no relay, no ticket queue
Securities-backed facilities against consolidated collateral, not entity by entity
Standby and documentary credit for the operating businesses behind the office

Consolidation

Fourteen portfolios. One screen. One set of limits.

Risk does not accumulate inside one entity. It accumulates across all of them — the same name held in three vehicles, the same currency exposure taken twice, the same counterparty on both sides. Nobody sees that from a per-entity statement.

Consolidation across every entity, trust, holding and vehicle the office administers
A separate standing mandate per entity, measured separately, shown together
Permissions granular to the beneficiary, the adviser and the generation
Reporting your office can hand to its own principals without rebuilding it
Look-through to underlying exposure across all custodians, ours and everyone else's

The family behind the office

Work you can hand us, and take back.

The office is our client and the family is yours. If a principal contacts us directly, your office is told the same day, and that is written into the engagement letter. Everything below is capacity you can draw on without giving anything up.

Governance, family constitutions and decision rights
Next-generation preparation and their own relationship with the house
Succession architecture across jurisdictions
Ilumini membership for the principals, not for the office

Start with one conversation.

Tell us what you hold today and what you want it to do. A partner reads it and replies personally, usually within two business days.

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