Family Office Services
Sekhon Family Office ( SFO ) offers a unique family office advisory service:
We support you with:
- Advice on how to set up your own single-family office (worldwide).
- Your search for and selection of a multi-family office Globally.
- Extend our own Virtual Family Office support to you.
- Advice on selecting a suitable multi-family office in your home jurisdiction.
Family Office Services:
- Support in putting family governance into place.
- Arrangements for succession within the company.
- Support with legacy protection.
- Set-up of family constitution.
- Organising family retreats and family assemblies.
- Supporting family council meetings.
- Mentoring family members.
- Individual education according to family members needs.
Family Business Transformation Services:
- Strategic Family Alignment:
- Stakeholder alignment – Building a system for stakeholders to continuously align their decisions and actions to achieve the collective future picture
- Stakeholder accountability – Enabling a way to measure, monitor and control actions to ensure stakeholder accountability
- Succession and transition – Developing and implementing effective succession and transition management
- Family constitution – Developing a family constitution based system to assign power, rights and wealth to individuals as per merit or any other method the stakeholders wish to adopt
- Family business office – Designing a family office as a central entity to govern and guide family decisions for strategic needs of business & family
- Accelerate exponential Growth to Build Global Relevance.
- Leadership driven Cultural Transformation by instilling Psychology of Change.
- Operational Excellence and Business Transformation.
- Digital Transformation & Adapting to Advanced Exponential Technologies ( AI, Block Chain, ML, DL, IOT, Drones, Robotics, Big Data, Cloud Computing, Autonomous Vehicles etc).
- Strategy Execution for Bold Results / Innovation Excellence / Customer Experience Excellence.
- Agility with Process Optimization.
- Financial Restructuring.
- Achieving 100x growth businesses around the next Billion Dollar Impact Ideas / Opportunities.
- Strategic Business Alignment:
- Strategic alignment – Building systems to align actions of stakeholders and employees to achieve short-term wins for the long-term objectives
- Business strategy – Developing and implementing strategies for sales, marketing and branding to achieve continuous growth
- Customer-centric approach – Developing a customer-centric sales function to increase market share
- Business systems and processes – Redesigning policy based systems and processes to deliver improved performance and behaviors
- Business function redesign – Redefining the core business functions for increased end-to-end business productivity
- Risk management -Building a system to manage risks at operational, strategic and behavioural levels
- Accountability system – Developing collective commitment to vision and translating it into roles and accountabilities for consistency of actions
- Result-oriented culture – Engineering a culture that enables team and employees to effectively deliver business results
- Strategic Organization Alignment:
- Leading – Developing the mindset, the skills and the nerve required to lead self and teams in business
- Alignment – Aligning the skills and behaviours of the owners and leaders with the business objective
- Self-concept – Renewing self-esteem and self-confidence required to achieve business success at national and global levels
- Decision-making system – Developing a decision-making system that enables individual and collective actions for results
- Deliver change – Delivering changes required to achieve business progress – people change, system change and business change
- Habit development – Creating an accountability system to develop habits in stakeholders and employees to gain productive behaviours
- Performance culture – Building a high-performance culture that makes adaptation and innovation as a norm
- Strategic Leadership Alignment:
- Wired For Success.
- The Science Of Potential.
- Accelerated Leadership.
- Job Sizing & OD.
- Talent Pipeline
Trustee and Corporate Services:
- Advice on issues of company incorporation and management in various jurisdictions.
- Managing family shareholdings.
- Selecting appropriate jurisdictions for trusts, foundations and other (corporate) structures.
- Setting up, administering and coordinating trusts, foundations and other (corporate) structures.
- Coordinating contacts with various local and foreign authorities.
- Selecting independent trustees and protectors.
- Controlling costs of external trust providers.
- Providing registered office facilities.
- Providing nominee services.
Estate Planning Services:
- Support with estate planning.
- Support with drafting testaments/last wills.
- Marital contract planning.
- Support with prenuptial agreements.
- Retirement planning.
- Executorships.
Administrative Services:
- Support with general legal issues.
- Document & record management.
- Accounting.
- Bookkeeping.
- Collection and filing of your administrative documents.
- Payment of invoices and taxes, and arranging tax compliance.
Family / General Support:
- Travel arrangements.
- Private secretary services.
- Concierge services.
- Hiring domestic staff (nannies, chefs, chauffeurs, private tutors and other household staff).
- Managing household employees.
- Organising private events (weddings, celebrations, birthday parties, etc.).
- Support with international schooling for your children.
- Purchasing, insuring and shipping assets.
Miscellaneous:
- Access to an international network of peer families, to provide opportunities for co-investment and best-practice sharing.
- Support in setting up a single-family office.
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