Our services
Family office manager
Are you looking for a professional to assist with the overall management of your family wealth? Maison Helya is recruiting and providing you with a Family Office Manager to oversee its management, grow it, and support you daily in executing your strategy. Discover the full range of services they can offer:
- They provide investment advice, whether it concerns real estate, financial assets, equity holdings, or other tangible and intangible assets.
- They develop tailored wealth management, tax, and real estate strategies to meet your family’s specific needs.
- They define the strategic allocation of your assets.
- They monitor your investments, ensuring their performance.
- They create, manage, and enhance investment products or placements, such as Asset Management, Private Equity, and Real Estate, to maximize your returns.
- They optimize compensation by implementing tailored financial strategies.
- They ensure control, monitoring, reporting, risk management, and overall consolidation of your wealth.
- They coordinate and oversee external experts to guarantee optimal management.
- They offer personalized financial follow-up.
- They oversee the strategic management of your family by establishing clear and tailored rules to meet your needs.
- They provide legal and tax support to optimize your processes and ensure compliance.
- They guide and mentor your heirs, equipping them with the knowledge and skills necessary to manage the family wealth.
- They support your family in organizing its governance, fostering harmony and solidarity among its members.
- They lead and enhance philanthropic projects and actions within your Foundation, aligning their objectives with your family values.
- They supervise your family’s private projects and works, ensuring their progress and compliance.
They manage communication with internal and external partners. - They organize and oversee activities related to general services, ensuring their smooth operation.
- They identify and select external experts and collaborators to guarantee tailored, high-quality support.
- They recruit service providers and coordinate their work within your properties.
- They prepare clear reports and summaries for family members, facilitating follow-up and decision-making.
- They collect and organize your various administrative documents for quick access.
- They plan and optimize the daily schedules of family members to ensure harmonious organization.
- They archive legal and administrative documents while meticulously managing payments and other obligations.
Champs obligatoires