Helping to seize opportunities, manage risks, make a positive impact and protect the family legacy
SERVICES
We provide a services roadmap to ensure that the family wealth is protected and enhanced by generating long term value across portfolios for the family and its future generations
Governance & Organization
We work alongside Modi Family to design very own governance processes and procedures as well as structuring efficient cross-border operations for family office units. We coordinate the selection of staff and outsourcing partners and assist in the drafting of internal processes and procedure manuals including detailed succession plans for the management teams of the family office
Investments Optimization
We advice the family to determine external investment managers to not only
set-up proper investment frameworks including investment vehicles, structures and governance tools but also which defines with family investment guidelines & policies
Infrastructure & Platform
We conduct bespoken selection/request for proposal (RFP) processes for the selection of infrastructure and platform solutions including, but not being limited to, the following:
​
-
Consolidation/reporting/accounting/data management systems and software
-
Trading and prime brokerage platforms
-
Global custodian set-ups
-
Private placement fund set-up, administration, and management
Contingency & Security
We work to design customized security set-ups including the respective internal control processes, IT systems as much as succession and deputy structures for the family
Philanthropy
We advise the Family throughout their philanthropic endeavours including external causes or in the area of sustainable investing. We bring appropriate experts and partners for the Family for structuring and implementation as well as later impact measurement processes and tools
ABOUT US
Modi Global is a UK based Private Family Office, providing objective and strategic advice to the Family including global structuring, governance and infrastructure solutions and performs in-depth reviews of Family set-ups worldwide
-
All-encompassing coordination: As the strategic associate of the family, We maintain the central overview over the entire family wealth structure
-
Asset management: We define the strategic asset allocation and stringent monitoring processes for the Family to provide the basis for long-term success
-
Profound risk management: We perform the role as a risk manager in regard to financial and operational risks
-
Bespoken succession structures: We act as the central coordinator for family institutions and structures
-
Highest level of flexibility: We develop alongside Family and business structures over the different generations
MODI GROUP
