Working with
Family Offices

The bfinance team supports single family offices and multi family offices around the globe with an exceptionally flexible service offering tailored to your needs. We consider our family office clients to be among of our most innovative, forward-thinking partners. Our goal: to combine absolute discretion with exceptional access to investment opportunity.

Forward-thinking families

The combination of regulatory freedom, intergenerational horizons and pro-innovation attitudes can be a recipe for powerful investment results. One size definitely does not fit all, with investment decisions often sitting in a broader constellation of considerations relating to tax management, vehicle structuring, the activities of family-owned corporation(s), and ethical or philanthropic priorities.

We have worked with family offices to forge new paths in their investment portfolios, such as investing with environmental/social impact, exploring esoteric/new investment strategies and uncovering unfamiliar/emerging managers.

Supporting family offices’ needs

While bfinance has grown, we seek to provide family offices with the ‘best of both worlds’: the client-focus and innovation of a ‘small’ independently-owned firm, combined with the influence and perspective of a global institutional player. We aim to be there as and when you need us: the majority of family office clients use us for targeted support on a project basis (e.g. 8-12 weeks); long-term support is available where appropriate.

The most popular service for our family office clients has been manager research and selection: here, the bfinance process has helped these clients to research strategies, acquire market knowledge and uncover a broad range of solutions. Other key services for family offices include strategic portfolio design / strategic asset allocation, fee reviews, risk analytics, ESG advisory and operational due diligence.

Latest case studies

In early 2023, an Italian family office engaged with bfinance to create a Strategic Asset...

The trustees of a Middle Eastern family office enlisted bfinance’s help to review the internal...

This Middle Eastern family office engaged bfinance to design an inaugural risk-management...

This Nordic Family Office sought to identify a minimum of two active global emerging market equity...

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