Family office

Single and multi‑family office services: wealth planning, succession, philanthropy, concierge, and governance. We act as an extension of your family. Our family office practice was founded on a simple yet profound recognition: that managing substantial wealth across generations requires far more than investment expertise. It demands a holistic understanding of the family itself—its history, its values, its aspirations, and its unique dynamics. We partner with families to create the structures, processes, and relationships that preserve not only financial capital but also human, intellectual, and social capital for generations to come.

Wealth planning forms the foundation of our family office offering, encompassing everything from balance sheet consolidation and cash flow modelling to tax optimization and estate planning. We begin by developing a comprehensive understanding of the family's complete financial picture—often spread across multiple jurisdictions, currencies, and asset classes—and then design integrated strategies that align financial structures with family objectives. Our approach is dynamic and forward-looking, anticipating changes in family circumstances, regulatory environments, and market conditions. Whether addressing the complexities of cross-border wealth, preparing for a significant liquidity event, or simply ensuring that day-to-day financial affairs are managed with precision and care, we bring the same rigorous, analytical mindset that defines our investment work.

Succession planning and governance represent perhaps the most critical and sensitive work we undertake with families. We help articulate the family's shared purpose and values, develop governance structures that balance inclusivity with decision-making efficiency, and prepare the next generation for the responsibilities and opportunities that accompany wealth. This work is deeply personal and requires not only technical expertise but also emotional intelligence, patience, and a genuine commitment to the family's long-term flourishing. We facilitate family meetings, draft family constitutions and shareholder agreements, design educational programs for rising generations, and provide ongoing counsel as families navigate the inevitable challenges of leadership transition and wealth transfer. Our goal is not to impose solutions but to help families discover their own path forward, supported by our experience and guidance.

Our philanthropic advisory services help families deploy their capital toward causes they care about with maximum impact and minimum complexity. Whether establishing a private foundation, designing a giving vehicle, or simply developing a strategic approach to charitable contributions, we provide objective counsel grounded in deep knowledge of the philanthropic landscape. We help families articulate their philanthropic mission, identify high-impact opportunities, conduct due diligence on potential grantees, and measure the outcomes of their giving. For many families, philanthropy becomes not only a means of expressing values but also a powerful tool for engaging younger generations and building cohesion around shared purpose. Our concierge services, meanwhile, address the practical aspects of family office operations—from bill payment and property management to travel coordination and personal security—freeing families to focus on what matters most.

What truly distinguishes our family office practice is our commitment to acting as a genuine extension of the family rather than merely a service provider. We invest the time to understand each family's unique culture, dynamics, and aspirations, building relationships of trust that often span decades and generations. We are present for the milestones—both celebratory and challenging—and we bring continuity and institutional memory that proves invaluable as families evolve. Our team includes not only investment professionals but also experts in law, tax, psychology, and philanthropy, allowing us to address the full spectrum of family needs from a single, integrated platform. For families seeking not just wealth management but true partnership in navigating the complexities of multigenerational prosperity, Masaa offers a home.