FAQ
WHAT IS A FAMILY OFFICE?
A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with over $100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. The company's financial capital is the family's own wealth. Family offices also may handle tasks such as managing household staff, making travel arrangements, property management, day-to-day accounting and payroll activities, management of legal affairs, family management services, family governance, financial and investor education, coordination of philanthropy and private foundations, and succession planning.
MORE INFORMATION:
The History Of The Family Office
Considering A Family Office? Here’s What You Need To Know
WHAT DO FAMILY OFFICES DO?
What are 'Family Offices' Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family.
CAN A FAMILY OFFICE BE MULTI-FUNCTIONAL?
Family Offices like this one serve in three capacities which are a holding company, investing in the private equity sector and seeding venture opportunities in start up.
MORE INFORMATION:
Registration Requirements of Venture Capital & Private Equity In Canada
Private equity in Canada: market and regulatory overview
It’s a Family Affair, or Is it? Registration Considerations for Family Offices
HOW MANY PEOPLE DO YOU EMPLOY?
Our family office is operational for our family needs which does not require us to list our employees due to privacy and security reasons. However, our team is globally managing the investments of our family’s portfolio.
MORE INFORMATION:
Family offices – are they becoming more transparent?
WHERE DOES YOUR SFO INVEST?
Our locations are not listed for privacy and security reason but we have advisors and partners in Canada, Dutch Caribbean, United States, United Kingdom, France, Ghana, Israel and the Middle East, Morocco, South Africa, Australia and Singapore.
CAN A REIT BE PRIVATE?
Private REITs are real estate funds or companies that are exempt from SEC registration and whose shares do not trade on national stock exchanges. Private REITs generally can be sold only to institutional investors. Private REITs are not traded on a national stock exchange or registered with the Securities Exchange Commissions (SEC) in the United States or Ontario Securities Commission (OSC) in Canada .
IS THE JANÉT AIZENSTROS COLLECTION A REIT? WHY IS IT PRIVATE?
Yes. The Janét Aizenstros Collection is a private REIT of real estate. The locations are private property. The properties are not commercial properties. They are not accessible to the public. All parties attend by invitation-only.