Integrated Governance, Technical Stewardship & Advisory for Micro-SFO, SFO & MFO
Consolidated Solutions
Jurisdictional Strategy & Entity Architecture
Wealth preservation is only as strong as the jurisdiction that houses it. We guide HNWI & UHNWIs through the complexities of establishing lean Micro-SFO, Single and Multi-Family Offices (SFO/MFO) with $1M plus in assets in the world’s most stable tax-neutral environments. Our deep expertise in the OECD's Pillar Two & Economic Substance (ESR) mandates is the foundation. Our GCC-ASEAN corridor is optimized for your legacy & strategy.
- Bespoke Entity Formation: Structural setup in Bahrain, ADGM, DIFC, Philippines, Singapore, and Hong Kong, tailored for multi-generational succession.
- Lean Special Purpose Vehicles (SPVs): Designing economic substance-focused structures for specific asset classes, from global real estate to private equity holdings.
- Succession-Ready Frameworks: Integrating Foundations and Private Trust Companies (PTCs) to ensure continuity beyond the current generation.
Professional Fiduciary & Directorship Services
Privacy and "Mind and Management" are the dual pillars of international tax planning. We provide institutional-grade fiduciary support to ensure your entities are robust and defensible, with our loyalty dedicated to the principal for your lean Micro-SFO, SFO & MFO.
- Corporate Directorships: Providing experienced, qualified directors to satisfy local residency and "Economic Substance" requirements.
- Professional Nominee Services: Maintaining the highest levels of confidentiality and asset protection through structured nominee shareholding.
- Economic Substance Oversight: Proactive management of OECD/FHTP mandates to ensure your structures remain compliant with evolving global tax transparency standards.
Cross-Border Governance & The "Family Rulebook"
A Family Office (Micro-SFO, SFO, or MFO) is more than a legal entity; it is a governance system. We leverage our GCC Board Directors Institute (BDI) & various board management expertise to align family values with corporate discipline.
- Family Constitutions: Drafting the formal frameworks that govern how family members interact with the wealth, the business, and each other.
- Board Advisory: Establishing formal board structures for family-owned enterprises to mitigate conflict and professionalize decision-making.
- ASEAN-GCC Corridor: Specialized advisory for wealth holders & families expanding into the Middle east & Southeast Asia seeking a "Plan B" residency or tax-efficient base in the Gulf and/or ASEAN.
Technical Asset Oversight (The "Owner’s Representative")
Unlike traditional wealth advisors, we offer a "Technical Audit" layer. We ensure that the physical assets within your portfolio—real estate, infrastructure, and commercial holdings—are managed with precision and engineering expertise in a lean manner. We leverage our in-house real estate asset & engineering advisory (BIT Technical Advisory department) to deliver the best oversight.
- Technical Due Diligence: Rigorous technical assessment of high-value real estate acquisitions.
- CAPEX Protection: Acting as the "Owner’s Representative" to oversee large-scale construction or renovation projects, preventing leakage and mismanagement.
- Operational Risk Audits: Assessing the technical uptime and maintenance integrity of family-owned physical assets.