PRIVATE OFFICE
SERVICES
Baseline offers clients
a full suite of Private Office services.
a full suite of Private Office services.
PREPARING FOR YOUR FUTURE
From sophisticated solutions to simple services,
we work to ensure the long-term
management and growth of your family’s wealth
we work to ensure the long-term
management and growth of your family’s wealth
With the help of Baseline, your family office can be equipped with the following resources to ensure your wealth is taken care of:
Family Governance
Next Generation Education
Retirement Planning
Estate Planning
YOUR CURRENT WEALTH
We will help develop a long-term strategy to preserve your current wealth for current and future generations.
The role of our Private Office service is to:
Protect family wealth
Manage and monitor investment portfolios
Carry out financial planning
Spread investment risk
Protect assets
Manage philanthropic activity
Deliver administration and concierge services
CONCIERGE SERVICES
Often our clients’ most precious asset is time. Our Concierge Services are designed to meet a wide array of financial and quality-of-life needs. Our highly skilled team of professionals is available as a resource for clients on request..
Cash management
Personal advisory
Party planning
Luxury concierge
