SERVICES
Family Office & Private Wealth
Tailored Wealth Management with a Family Office Model
Managing your wealth should be seen as managing another complex business. Our multi-family office offers holistic wealth management, addressing the interdependent and unique needs of four key areas: wealth protection, wealth enhancement, wealth transition, and charitable giving.
KEY MISTAKES
OWNERS MAKE -
SOLUTION -
T
Tax Efficiency
Interchange integrates individual and corporate tax planning considering local and international tax regulations to create a unified approach, striving to solve your taxation issues
Tax Issues
Failing to address complex tax implications and ramifications can vary widely and significantly impact the family's diverse assets.
Risk Management
We endeavor to identify and mitigate risks related to investments, businesses, and personal matters seeking to help protect the family's assets.
Risk Management
Not adequately managing complex risks can threaten investments, business operations, and personal assets, leaving the family vulnerable.
Proper Business Structure
We modernize outdated business structures to enhance agility.
Inflexible Business Structure
Maintaining outdated business structures can stifle innovation and creativity around wealth planning and management.
International Business
Interchange aims to manage and streamlines your overseas business issues.
International Business Challenges
Struggling to navigate international business complexities without specialized knowledge can be time-consuming and error-prone.
Legacy and Estate Planning
We develop strategies with a goal to minimize estate taxes and manage asset distribution, aspiring to fulfill the family's wishes. We also create tax-efficient plans for philanthropic giving, managing charitable activities and foundations aligned with your family's values and goals.
Legacy and Estate Planning
Encountering challenges in transferring wealth and business assets smoothly while minimizing taxes can lead to disputes and financial losses.
Governance
We design agile, transparent governance models with clear decision-making and dispute resolution. Our Digital Office streamlines legal and administrative services for family businesses, trusts, and governance policies, integrating secure data storage, task management, communication, and reporting.
Governance Issues
Overwhelmed by a family business's legal, administrative, and governance aspects can lead to inefficiencies and lack of coordination.
Conflict Resolution
Interchange can help you implement a conflict resolution process that can include third-party mediation and constructive dialogue to foster long-term understanding and collaboration between family members.
Conflict Between Personal and Business Goals
Allowing personal wealth desires to compete with business and ownership goals can affect productivity and family harmony.
Education and Training
We educate family members about financial literacy and wealth management and can help prepare them for roles within the family business or the family office itself.
Knowledge Gap
Some family members may lack financial literacy and wealth management skills, making it hard to prepare them for roles in the family business and inheriting wealth.
What Makes Interchange Different
We simplify the family business lifecycle with our Clarity Foundation™. Our initial 180 days involve:
Clarity
Getting a clear history of your family, business, and ownership history from inception to the present day
First 30 Days
Understanding
Explore strategies that get your company on track, aiming for success.
Next 60 Days
Action
Develop and begin executing the detailed action plan.
Next 90 Days
The tax and legal information contained herein is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.