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Expert Wealth Planning for Multi-Generational Family Businesses

Aligning your family’s values with tailored financial strategies to preserve prosperity for generations. Learn more about how our experts can secure your family’s future assets today.

Who We’ve Worked With

Reliable Foundations for Your Family Office

Our private family office services are tailored to your family’s unique goals and values. We develop a bespoke framework—covering succession planning, asset protection, philanthropy, and more—that grows and adapts as your circumstances evolve. Whether you need a straightforward setup or a complex structure, we provide steadfast support every step of the way.

Our Family Office Solutions

Our global family office services go where you and your advisors need us, not where our offices sit. We provide discreet, flexible solutions, either as your outsourced family office or alongside your advisors—at a fraction of the cost of a standalone office.

Family Office Setup & Management

Tailored establishment and oversight of single family offices.

Governance & Holding Structures

Design and management of governance frameworks, trusts, and asset-holding vehicles.

Entity Formation & Governance

End-to-end company setup, regulatory compliance, governance support, and director services.

Legal & Tax Advisory

Coordinate cross-border legal and tax compliance, ensuring your structures remain optimized and compliant.

Asset Holding & Protection

Secure structuring and safeguarding of your family’s assets.

Investment Strategy & Allocation

Customized portfolio management and capital deployment guidance.

HR & Payroll Solutions

Development of HR policies, drafting employment contracts, and full payroll administration.

Accounting & Financial Reporting

Comprehensive bookkeeping, management accounting, and preparation of financial statements.

Empowering Single Family Offices

Engage our family office services to tap into a blend of global and local expertise, bolstered by advanced technology, that elevates your office’s performance and fulfils its strategic goals. With our deep industry experience, we deliver precise, real-time financial reporting—freeing you to focus on scaling your investment management business.

Why Choose IMC for Family Business?

Local Expertise

Expert guidance to navigate regional complexities and implement optimal procedures.

Specialized Family Enterprise Advisory

Guidance on growth, succession planning, and intergenerational wealth stewardship.

Robust Governance & Compliance Support

Managing legal, regulatory, and fiduciary requirements to safeguard your family’s legacy.

Local Expertise

Expert guidance to navigate regional complexities and implement optimal procedures.

Specialized Family Enterprise Advisory

Guidance on growth, succession planning, and intergenerational wealth stewardship.

Robust Governance & Compliance Support

Managing legal, regulatory, and fiduciary requirements to safeguard your family’s legacy.

Growth Opportunity Planning

Identifying new market prospects and mitigating risks through informed analysis.

Personalized Operational Excellence

Handling administrative, financial, and reporting tasks so you can focus on core business.

Growth Opportunity Planning

Identifying new market prospects and mitigating risks through informed analysis.

Personalized Operational Excellence

Handling administrative, financial, and reporting tasks so you can focus on core business.

Our Strategic Support Services

Private Client Services

Our Private Client Services provide personalized solutions to protect, grow, and transfer family and individual wealth.

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Trust and Foundations Formation Services

We help families and businesses safeguard assets, preserve wealth, and ensure compliant, long-term structures for personal, family, and philanthropic goals.

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Lifestyle & Luxury Asset Management

We support families and private clients in protecting and enjoying yachts, classic cars, and property through expert governance, administration, and succession planning.

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Succession Planning Services

At IMC, we safeguard family wealth and legacy by creating clear governance frameworks and preparing the next generation for a seamless transfer of assets and leadership.

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Private Company Services

We help businesses with governance, compliance, and planning to support long-term continuity and growth.

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Treasury Services

IMC provides tailored treasury services to help private clients manage liquidity, cash flow, and investments with efficiency and control.

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Accounting Services & Regulatory Reporting

IMC offers precise accounting and regulatory reporting services, ensuring compliance with global standards like CRS and FATCA while safeguarding clients’ wealth structures.

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