Designing and implementing financial strategies to secure your assets for generations to come.
Milu Family Office is an independent wealth management firm and multi-family office. Our approach to financial advising is unique. By leveraging our deep experience in designing investment strategies, we achieve your financial objectives and develop a sustainable and diversified portfolio. We identify key investment opportunities by tapping into our global network of market experts, business contacts, and financial advisors. With Milu Family Office, you can realise your short and long-term financial objects with confidence.
About
The Milu Family Office team possesses decades of combined experience in family office services. We work with high-net-worth families, investors, trusts, and foundations to located in Europe, Asia, United States, and Latin America. Our international expertise allows us to identify unique global opportunities to help grow and diversify your portfolio.
Our main objective is to secure and grow your wealth for you, your family, and generations to come. We accomplish this through tailored investment, wealth, and estate planning services that address your specific needs and financial goals.
Our support accompanies you from planning to execution and monitoring, whereas our approach is customised to fit your financial profile, risk exposure, and wealth complexities.
Our specialties include investment strategies, wealth planning, risk management, estate planning, and financial monitoring. With Milu Family Office, you can be confident that our services are flexible enough to suit your unique needs, while providing a clear structure to manage your complex wealth and assets.
Services
Investment Strategy
We develop comprehensive investment strategies that take into account local and global financial markets, analyses of leading and emerging industries, and ad-hoc investment opportunities introduced by our wider network.
Investment Policy Statement
We craft and maintain a clear IPS that outlines your investment and financial goals, general investment strategies, and details on asset allocations and liquidity requirements.
Risk Management
From initial risk profiling to risk prioritisation, we monitor and minimise the impact of fluctuating markets or unstable economies.
Wealth Planning
Our accomplished wealth advisors are accomplished in planning and managing complex financial, legal, and tax matters. Our transparency ensures that you have a clear and concise understanding of your assets.
Reporting
We provide consolidated performance reporting that account for your personal assets and those located with third-party providers and banks.
Monitoring
Our in-depth monitoring provides a concise analysis of how your assets are performing and areas to implement stronger risk management.
Estate Planning
We work with individuals and their families, specialising in families with multi-generational wealth or assets spread over different jurisdictions. We consider a wide range of estate planning and family governance strategies to find the most appropriate for your family.
Wills & Trusts
To ensure the proper allocation of your estate and assets, we help you to draft wills and trusts that offer a high degree of control over the distribution and management of funds.
Tax Strategy
We work together with you to determine a tax strategy that is stable enough for the long term and utilises an effective tax model and tax rate.
- office@milufamily.com
- London, UK
Milu Family offers wealth management and investment planning services to help individuals and families protect and grow their wealth.
All rights reserved.
Copyright © 2023.