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Benjamin Franklin was the first to say that "time is money," but there's no doubt that today's wealthy Mexican and Latin American investors share his view. If you're finding that there simply aren't enough hours in the day to accomplish all the items on your to-do list, creating a Single Family Office can help you streamline your finances and your life.

Using a Single Family Office to Streamline Your Finances

Financial management is one of the key services provided by a Single Family Office. While you probably already have various professionals who are providing you with financial advice, the Single Family Office arrangement integrates their services into one convenient location. The benefits of this approach include:

  • Having a team of financial professionals working together to ensure your assets are appropriately managed in Mexico, Latin America, the United States, and any other countries in which you're doing business
  • Knowing that you're working with advisors who are highly qualified and have the skillset you desire
  • Receiving advice that's personalized to fit your unique needs
  • Developing strategies to help you more effectively reach your long-term financial goals
  • Implementing proactive planning to reduce your tax liability
  • Conveniently accessing your records and personal information in one place
  • Knowing that your questions will be answered promptly
  • Knowing that you're only paying for the services that are important to you

Using a Single Family Office to Streamline Your Life

Of course, your financial needs are just one piece of the puzzle. The concierge services that you choose to include in a Single Family Office can save you time as well. Your Single Family Office can:

  • Make arrangements for both business and leisure travel
  • Maintain vehicles, yachts, and aircraft
  • Handle appointment scheduling
  • Organize personal and professional correspondence
  • Hire and oversee housekeepers, groundskeepers, nannies, and other household staff
  • Support relocation plans and work to resolve specific immigration concerns
  • Help younger family members explore their postsecondary education or career plans
  • Facilitate communication between generations of family members

How We Can Help

MEG International Counsel's dually licensed international business planning attorneys are well-equipped to guide you through the process of forming a Single Family Office that will help you more effectively manage your busy schedule. Contact us to learn more.

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