Family Office Advisory

Family Office Advisory

Starting your own legacy requires laying a strong foundation that will shield your personal fortune against wealth depletion factors. Oclaner will act as a one-stop solution platform to assist clients in the development of their own Family Office structure. Our service is a holistic solution that incorporates the key services of: Asset Management; Consolidation & Reporting; Direct Investments; and coordination of the Family Office set-up with best-in-class service providers (including but not limited to legal, tax and trust professionals).

OCLANER FAMILY OFFICE BROCHURE

Asset Management

Oclaner will act as your outsourced CIO, helping you define a sound investment strategy according to your return objectives, risk-tolerance, projected expenses and liabilities. Through our Discretionary or Advisory Mandate, you will benefit from Oclaner’s infrastructures and investment know-how. In addition, we can assist you in the creation and implementation of bespoke fund strategy.

Consolidation & Reporting

Our proprietary reporting system allows our clients who have accounts in multiple banks to obtain a consolidated overview of their total portfolio. This highly customised service is essential for risk-monitoring purposes (as different portfolios can lead to unintentional excessive concentration or neutralisation positions in a given asset class or sector), but also to gain a clear view of costs breakdowns and to monitor the optimal asset allocation of the overall portfolio. Our holistic reporting system can be tailored to reflect the view and information that you feel is most beneficial to your needs.

Direct Investments

Direct investments can be an attractive alternative source of returns to complement a traditional portfolio’s asset allocation. We sort, source, facilitate and manage diversified and alternative investments including property deal-making, particularly in South Asia and Europe, through our strong network of ultra-high net worth families and business relationships. In addition, we provide access to the world of Private Equity.

Trust & Legal Services

Upon request, we coordinate on a global level with best-in-class service providers ranging from trustees and lawyers matters related to: inheritance planning, tax & legal structures, company formation and governance. In addition, we supervise the setting up of the Family Office structure by outlining the responsibilities of all the decision-makers in your family. This is done to address responsibility, authority and accountability.

Sports Office Advisory

Building on years of experience as a multi-family office and combining it to our passion for sports, we have developed the Oclaner Sports Office, a model tailored to the needs of athletes worldwide. Our Sports Office structure is designed to simplify the complexities encountered by athletes to enable them to focus on their careers and provide them peace of mind.

OCLANER SPORTS OFFICE BROCHURE

Asset Management

Our main goal is to preserve wealth in line with your profile and investment objectives. Taking into account the specificities of your world, we help you define bespoke strategies to allocate your assets wisely via a conservative framework to ensure a long- term growth even for your post-sporting life. We offer two types of management mandates: Discretionary and Advisory.

Consolidation & Reporting

Our proprietary reporting system allows our clients who have accounts in multiple banks to obtain a consolidated overview of their total portfolio. This highly customised service is essential for risk-monitoring purposes (as different portfolios can lead to unintentional excessive concentration or neutralisation positions in a given asset class or sector), but also to gain a clear view of costs breakdowns and to monitor the optimal asset allocation of the overall portfolio. Our holistic reporting system can be tailored to reflect the view and information that you feel is most beneficial to your needs.

Direct Investments

Direct investments can be an attractive alternative source of returns to complement a traditional portfolio’s asset allocation. We sort, source, facilitate and manage diversified and alternative investments including property deal-making, particularly in South Asia and Europe, through our strong network of ultra-high net worth families and business relationships. In addition, we provide access to the world of Private Equity.

Tax & Legal

Upon request, we coordinate on a global level with best-in-class service providers ranging from trustees and lawyers matters related to: inheritance planning, tax & legal structures, company formation and governance. In addition, we supervise the setting up of the Family Office structure by outlining the responsibilities of all the decision-makers in your family. This is done to address responsibility, authority and accountability.

Talent Representation

Oclaner has an exclusive working relationship with Link Sports Management, a Singapore-based company tasked with connecting brands around the world with fans and followers of sports. Link supports athletes in finding sponsorship opportunities and provides strategic guidance for image and reputation matters.