Family Office Establishment and Management
A Family Office as a Reliable Catamaran
Catamaran Family Office establishes and manages family offices for UHNW and HNW principals and families with complex asset structures, international interests and long-term succession priorities.
We build an owner-side governance infrastructure: defining functions and authorities, integrating financial, legal, tax, corporate and operational workstreams, coordinating external advisers and overseeing the implementation of approved decisions.
Our role is not to replace the family, its governance bodies or specialist advisers. We create an environment in which information is verified, responsibilities are clearly assigned, conflicts of interest are managed, and critical decisions are made promptly based on a consolidated view of the family’s wealth.
We can establish a family office from the ground up, transform an existing model or undertake a focused mandate—from independent assessment and management reporting to the coordination of succession, major transactions and cross-border projects.
- We act on behalf of the principal, coordinating private banks, investment managers, lawyers, tax advisers, corporate service providers and other parties in accordance with an approved mandate.
- Before operations begin, we establish authorities, approval procedures, control points, escalation protocols and reporting standards. This reduces the family’s dependence on individual employees, advisers and service providers.
- The family receives a consolidated management view of assets, liabilities, cash flows, ownership structures, key risks and upcoming decisions.
- The operating model is designed to remain effective through changes in personnel, advisers, jurisdictions and family generations.
Areas of Support
Coordination Office
For families requiring a trusted centre for day-to-day oversight, execution and coordination with external providers. The mandate may include maintaining the calendar of decisions and obligations, coordinating banks, advisers and contractors, monitoring instructions and deadlines, organising document workflows, and preparing regular reports for the principal.
Financial Control Office
For families requiring consolidated reporting, liquidity oversight and disciplined execution. The mandate may include maintaining a central register of assets, accounts and liabilities; consolidating cash flows; budgeting and expenditure control; establishing payment procedures and approval matrices; coordinating with banks and compliance teams; and preparing management reports and variance analysis.
Strategic and Succession Office
For families that view wealth as an intergenerational system. The mandate may include designing ownership and governance architecture, establishing family governance bodies and decision-making protocols, coordinating estate and tax planning, preparing the next generation, scenario planning, developing a family constitution, and overseeing the implementation of long-term decisions.
Independent Family Office Assessment
An owner-side review of the existing governance and operating framework.
We assess reporting quality, allocation of authority, costs, conflicts of interest, reliance on key employees and providers, information security, and readiness for generational transition. The family receives a risk map and a prioritised transformation plan.
Family Office Establishment and Transformation
Establishing a family office from the ground up or enhancing an existing structure. Project deliverables may include a target operating model, organisational structure, allocation of functions and responsibilities, authority matrix, approval and payment-control procedures, reporting architecture, provider-management framework, implementation roadmap and performance criteria.
Family Governance and Family Constitution
Development of practical family governance principles covering roles, competencies, decision-making procedures, dispute-resolution mechanisms and the participation of future generations.
The purpose is not merely to document intentions, but to create an effective framework for the family’s relationship with its wealth, operating businesses and family office.
Pre-Exit Readiness and Post-Liquidity Planning
Preparing the principal, the asset and the supporting infrastructure for a business sale or another liquidity event.
We coordinate pre-exit readiness, source-of-wealth documentation, banking and compliance preparation, the work of legal and tax advisers, and the structures for holding, investing and distributing capital following the transaction.