Our Approach
We are here to support and listen to your problems first, because every family is unique and every individual matters.
Our job is to create options for your family and then work through with you on identifying the best way forward.
Our team of experienced and trusted experts can guide you through decision making processes and other related challenges that every family faces. Our skillset covers the entire lifecycle of a family office together with our trusted partners. Every family is unique, we therefore respect their current relationships allowing for the family to select all or only part of the Modoras offering.
FamilyOfficeServices
- Family Charter and Governance
- Leadership and Communications
- Operational Infrastructure
- Legal and Tax Structures
- Investment and Cash Flow Management
- Agreements and Exit Strategies
- Philanthropic Ventures
Family Charter and Governance
We can help creating a formal agreement specific to the needs of each family, that aligns all individuals around a shared vision and purpose. We can establish clear governance rules to ensure trust, protecting all family members, and enabling timely decision-making. We believe this process is essential in avoiding family conflict.
Leadership and Communications
We can facilitate a transparent process to appoint a successor or advisory body to lead the family decision making process. We can support regular family meetings to share updates, financial results, and key decisions in a friendly and inclusive manner, which will further foster trust and unity within the family.
Operational Infrastructure
We can assist in supporting traditional components of any office set up for the family should it be required. This includes, but is not limited to office space, IT support and any other ancillary services, which gives the family the option to manage these functions themselves or outsource it.
Legal and Tax Structures
We can ensure the family engages the right experts to develop tax strategies, corporate structures, legal agreements and other reporting mechanisms to manage risk and support the family’s growth.
Investment and Cash Flow Management
We can support wealth and portfolio management strategies with key partners should it be required by the family. We will ensure immediate financial obligations are met and business continuity is maintained through total wealth reporting and effective cash flow management.
Agreements and Exit Strategies
We can guide families to ensure legal agreements are put in place to manage distributions and provide structured exit options for family members who may choose this option.
Philanthropic Ventures
We have structured initiatives that deploy the family’s wealth, to create positive social and/or environmental impact
