Services
Your family structure will stay steady


Asset Oversight and Principal-Level Control

Investment Mandate Governance

Outsourced Chief Investment Officer (CIO)

Complex Multi-Asset Portfolio Management

Transaction Strategy and Execution

Access to Select Private Investment Opportunities

Complex Transaction Advisory and Coordination

Digital Asset Governance and Oversight

Chief Financial Officer (CFO) Support

Risk Management, Compliance and Consolidated Reporting

Legal and Tax Structuring for Private Wealth

Legacy Planning and Intergenerational Wealth Continuity

Family Office Establishment and Ongoing Administration

Luxury and Collectible Asset Management

Lifestyle and Family Support

For ultra-high-net-worth individuals, prominent families and their trusted advisers, expert recommendations alone are not enough. Every significant decision should be independently assessed, appropriate to the family’s circumstances and aligned with its long-term interests.
Catamaran Family Office provides an independent and strictly confidential Second Opinion service, delivering rigorous expert analysis of significant decisions, structures and proposals.
We identify potential risks, challenge assumptions, compare alternatives and assess the proposed course of action in the context of the family’s interests, wealth, succession plans and reputation.
This is more than an additional consultation.
It is institutional-quality analysis for decisions where the margin for error is exceptionally narrow.