Multi-generational family meeting with advisors, Singapore
OTALAN INVEST · FAMILY OFFICE SERVICES

Wealth built to outlast
the generation that built it.

Wealth structuring, estate planning and trust services for multi-generational UHNW families. OTALAN Invest acts as a strategic family office partner — overseeing every aspect of a family's financial, business and legacy objectives, not just its investment portfolio.

Request a private consultation See the services
Wealth Structuring Estate Planning Trust Services Family Governance Investment Oversight Philanthropy Advisory
UHNW Families
Entrepreneurs & Founders
Family Businesses
Single Family Offices
Multi Family Offices
Family Conglomerates
Next-Generation Owners
Vision

A strategic partner, not a product seller.

To become the trusted strategic Family Office partner for entrepreneurial families across Europe, Africa, the Middle East and Asia by delivering independent, confidential and cross-border wealth solutions — unlike traditional wealth managers who primarily manage investment portfolios.

Mission
01Protect wealth 02Grow capital 03Preserve family legacy 04Prepare future generations
Value proposition

Independent advice without product bias, delivered with institutional-quality reporting and a global network of legal, tax and fiduciary specialists.

Target clients

Four kinds of family, one standard of care.

UHNW families
  • Net worth USD 30 million+
Entrepreneurs
  • Company founders
  • Technology entrepreneurs
  • Industrial families
  • Family businesses & conglomerates
Family offices
  • Single family offices
  • Multi family offices
  • Emerging family offices
International investors
  • UAE · Singapore · Luxembourg
  • Switzerland · United Kingdom
  • United States · Mauritius
  • Cayman Islands
Core services

Ten disciplines, coordinated as one mandate.

01 / 10

Wealth Structuring

Efficient ownership structures to protect and optimise family wealth.

  • Holding company structures
  • International wealth planning
  • Asset protection strategies
  • Cross-border ownership structures
  • Multi-jurisdiction planning
  • Family investment companies
  • Corporate governance
  • Tax-efficient ownership models
02 / 10

Estate Planning

Preparing wealth transfer across generations.

  • Succession planning
  • Inheritance planning
  • Family constitutions
  • Shareholder agreements
  • Business succession
  • Family governance
  • Intergenerational planning
03 / 10

Trust Services

Creation and administration of trust structures.

  • Discretionary trusts
  • Fixed trusts
  • Charitable trusts
  • Dynasty trusts
  • Asset protection trusts
  • Employee benefit trusts
  • Family trusts
04 / 10

Foundation Services

Private foundations for wealth preservation and philanthropy.

  • Foundation formation
  • Governance
  • Administration
  • Philanthropic strategy
  • Grant management
  • Family legacy planning
05 / 10

Family Governance

Organising decision-making across generations.

  • Family constitution
  • Family council
  • Governance framework
  • Conflict resolution
  • Voting structures
  • Decision policies
  • Family charter
06 / 10

Investment Oversight

Independent supervision of family investments.

  • Private equity
  • Venture capital
  • Public markets
  • Real estate
  • Infrastructure
  • Hedge funds
  • Direct investments
  • Co-investments
07 / 10

Consolidated Reporting

Comprehensive reporting across all family assets.

  • Consolidated balance sheet
  • Net worth reports
  • Cash flow reporting
  • Risk dashboard
  • Performance analysis
  • Family portfolio reports
08 / 10

Risk Management

Protecting family wealth against financial and operational risk.

  • Asset protection
  • Insurance review
  • Liability analysis
  • Currency risk
  • Political risk
  • Jurisdiction review
  • Cybersecurity governance
09 / 10

Philanthropy Advisory

Building long-term social impact strategies.

  • Family foundations
  • Charitable giving
  • ESG strategies
  • Impact investing
  • Social investment
  • Foundation governance
10 / 10

Lifestyle & Concierge

Optional premium coordination beyond wealth.

  • Global relocation
  • Education planning
  • Private aviation
  • Yacht advisory
  • Luxury real estate coordination
  • Citizenship & residency advisory
  • Healthcare coordination
  • Security advisory
Client journey

Four phases, from discovery to ongoing stewardship.

Phase 1
Discovery
  • Family interviews
  • Wealth mapping
  • Risk assessment
  • Objective definition
Phase 2
Structuring
  • Wealth architecture
  • Governance framework
  • Estate planning
  • Trust implementation
Phase 3
Implementation
  • Coordination with advisors
  • Legal documentation
  • Asset transfers
  • Reporting systems
Phase 4
Ongoing Advisory
  • Quarterly reviews
  • Governance meetings
  • Portfolio oversight
  • Succession updates
Fee structure

Transparent, engagement-based pricing.

01
Advisory Fees
USD 50,000 – 500,000 / yr
02
Structuring Fees
USD 20,000 – 300,000
03
Trust Formation
USD 15,000 – 100,000 setup
04
Trust Administration
USD 10,000 – 80,000 / yr
05
Family Governance
USD 30,000 – 150,000
06
Investment Oversight
0.10% – 0.50% of AUA
07
Philanthropy Advisory
USD 20,000 – 200,000
08
Premium Concierge
USD 25,000 – 250,000 / yr
Digital family office platform

One dashboard for the whole family balance sheet.

Consolidated global asset reporting Net worth dashboard Multi-currency portfolio tracking Secure document vault Trust & governance document management Family meeting calendar Succession planning tools ESG & impact reporting AI-powered portfolio insights Secure messaging with advisors
Operating model

One relationship, a full bench behind it.

Chairman & Founder Managing Director — Family Office Wealth Structuring Team Estate Planning Advisors Trust & Fiduciary Specialists Investment Advisory Team Legal & Tax Coordination Reporting & Technology Team
Strategic partners

A global bench of specialists, coordinated on the family's behalf.

International law firmsTax advisorsTrust companies Private banksInvestment banksAudit firms Insurance specialistsPrivate equity fundsVenture capital firms Real estate advisorsFamily business consultants
Five-year strategic objectives

What the platform is built to reach.

ObjectiveTarget
UHNW Families Served75+
Assets Under Advisory (AUA)USD 5+ billion
Annual Advisory RevenueUSD 12–20 million
Average Client Retention>95%
Cross-Border Jurisdictions Covered25+
Strategic Professional Partners100+
Client Satisfaction>95%
Digital Platform Adoption>90% of clients
Competitive advantages

Why families choose an independent partner.

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Independent, conflict-free advisory model

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Cross-border structuring across Europe, the Middle East, Africa and Asia

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Integration with OTALAN's Investment Banking, Private Equity and Corporate Finance divisions

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Institutional governance standards adapted to entrepreneurial families

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Bespoke, multi-generational legacy planning

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Strong network of international legal, fiduciary and financial partners

OTALAN Invest Family Office Services provides independent, institutional-grade advisory solutions designed to preserve wealth, strengthen governance and secure the long-term legacy of ultra-high-net-worth families — a trusted strategic partner for families seeking continuity across generations and jurisdictions.
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