Advice across the affairs of a family
Caelo Group advises on the financial and non-financial matters that arise around substantial family wealth.
Our work can be ongoing, project-based or focused on a particular event.
We help families oversee assets held across investment portfolios, businesses, trusts, property and other structures.
Our work includes the organisation of information, review of existing arrangements, reporting, and liaison with external advisers. We help families establish an appropriate level of oversight for their circumstances.
We advise on investment policy, manager selection, portfolio review and individual opportunities.
We review existing arrangements, meet external managers and assess proposed investments in the context of the family’s wider financial position. Families may appoint us for continuing oversight or an independent review at a particular point in time.
We advise families on the arrangements through which they discuss and make decisions about shared assets, businesses and responsibilities.
This can include family councils, investment committees, family constitutions, reporting protocols and preparation for younger family members who will assume greater responsibility.
We work with families preparing for changes in ownership, control and responsibility.
Our role may include coordinating legal and tax advice, assisting with the preparation of family members, reviewing ownership structures and supporting communication around the arrangements being made.
We advise families on charitable giving, foundations and related structures.
This includes the development of a giving programme, the appointment of professional support, governance for a foundation and the involvement of family members where appropriate.
We advise through significant financial and family events, including business sales, inheritances, relocations, restructurings and changes in family circumstances.
We establish the scope of work, bring together the required advisers and remain involved until the matter has been concluded.
We maintain relationships with experienced professionals across legal, tax, fiduciary, accounting, insurance, property and art matters.
Appointments are made according to the needs of the mandate. Where clients have established advisers, we work alongside them.
Speak with Caelo Group
To arrange a confidential initial discussion, please contact our Paris or Montreal office.
Request a meeting