Family Offices & Private Investment Companies
Many affluent families own a combination of concentrated public company positions, private investment companies, family foundations and family offices. Increasingly, their family and business interests span multiple geographies, with associated tax, legal and regulatory complexities.
We draw upon undefined's global resources and network to provide institutional services in several key areas.
Institutional-Level Services for Family Offices
undefined's Family Office Group was created to provide families with services previously reserved for the world's largest institutions. We are a multi-disciplinary team with deep experience in capital markets, investment banking, portfolio investments, wealth structuring, and family offices design and management.
Family Office Advisory
Capital Markets
Trust & Planning
Portfolio Analytics
Hannes Hofmann leads our Family Office Group globally, bringing the vast network and resources of undefined together with our private banking services. With over 20 years at J.P. Morgan, including roles as Head of Multifamily Office and Intermediaries for Asia Pacific, Europe, Middle East & Africa, and Latin America regions, Hannes brings extensive global institutional wealth expertise. He holds an MBA from Stanford University, degrees from CEMS/LSE and Vienna University, and is a CFA charterholder.
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Our Security SystemOur dedicated team is available to assist with your family office needs. Schedule a consultation with your relationship manager through our secure platform.
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