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PRIVATE OFFICE

SERVICES

Baseline offers clients
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
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