OUR SERVICES
Preserving Legacy.
Supporting What Comes Next.
The stewardship of family wealth extends beyond the management of investments.
It encompasses the structures through which wealth is held, the decisions through which it is managed, the risks surrounding it, and the principles by which it is transferred to future generations.
Lokenza Family Office provides an integrated range of services designed to address these considerations. Our role is tailored to each family’s circumstances and may involve direct oversight, strategic advice, coordination of external specialists, or a combination of these.
An Integrated Approach to Family Wealth
Family wealth can involve multiple investments, entities, advisors, jurisdictions, and generations.
Our role is to bring these considerations together within a coherent framework, providing coordination, oversight, and a clear perspective across the family’s financial affairs.
Wealth Management
A structured approach to the management of family wealth.
We oversee the broader financial position of a family with the objective of providing clarity, discipline, and consistency across its wealth.
Our approach considers the relationship between investments, liquidity, liabilities, ownership structures, risk, and long-term objectives rather than treating each element separately.
Our Work May Include
- Strategic wealth planning
- Portfolio oversight
- Asset allocation
- Liquidity planning
- Cash-flow management
- Investment monitoring
- Performance analysis
- Consolidated financial reporting
- Regular review of objectives and risk
Investment Management
Disciplined capital allocation across markets and generations.
Investment management is approached within the context of the family’s overall objectives, rather than as an isolated pursuit of returns.
We evaluate opportunities across public and private markets and consider the role that each investment may play within the wider portfolio.
Our analysis considers factors such as expected return, risk, valuation, liquidity, diversification, investment horizon, and the quality of the underlying opportunity.
Wealth Structuring
Establishing clarity around ownership and the organisation of wealth.
As family wealth becomes more complex, appropriate ownership and legal structures can play an important role in its administration, protection, taxation, and succession.
We work alongside the family’s legal, tax, accounting, and other professional advisors to review and coordinate relevant structures.
This May Include:
- Ownership
- Structures
- Holding Companies
- Investment Entities
- Trusts &
- Foundations
- Estate Planning
- Wealth Transfer
- Structures
- Cross-Border
- Considerations
- Tax Coordination
- Asset Protection
- Considerations
Succession Planning
Supporting an orderly transition between generations.
Succession is an important component of long-term family continuity.
Effective succession planning considers not only the transfer of assets, but also ownership, responsibility, governance, decision-making, and the preparation of future generations.
We work with families to develop appropriate frameworks well in advance of a transition.
Family Governance
Creating clarity around decision-making and responsibility.
As families and their wealth develop, clear governance can help establish appropriate processes for communication, decision-making, and accountability.
Our role is to help families consider how important financial and ownership decisions should be approached across generations.
Risk Management
Understanding risk across the entire family balance sheet.
Risk management extends beyond investment volatility.
We consider the broader factors that may affect the family’s financial position, including concentration, liquidity, leverage, currency exposure, ownership structures, counterparties, and operational dependencies.
Consolidated Reporting & Oversight
One comprehensive view of the family's financial position.
Family wealth is often distributed across banks, investment managers, private investments, companies, real estate, and different jurisdictions.
Without consolidated oversight, it can be difficult to understand the full position.
Lokenza Family Office brings relevant information together to provide a comprehensive view of assets, liabilities, investments, performance, liquidity, and exposures.
Philanthropy
Aligning philanthropic activities with family objectives.
For families with philanthropic interests, giving can form an important part of their broader long-term strategy.
We assist with the strategic and organisational aspects of philanthropy, working with specialist advisors where required.
Strategic Advisory
Independent perspective on significant financial decisions.
Certain events can materially change a family’s financial position.
We provide strategic support when important decisions require a broader assessment of capital, risk, structure, and long-term objectives.
Coordination of Professional Advisors
Connecting expertise around a common objective.
Families often work with a range of professional advisors, including lawyers, accountants, tax specialists, investment managers, bankers, trustees, and other experts.
Our role can include coordinating these relationships and ensuring that advice received from different disciplines is considered within the broader context of the family’s objectives.
TAILORED TO THE FAMILY
No Two Families Have the Same Requirements.
The services provided by Lokenza Family Office are not structured as a standard package.
For some families, our role may focus on investment oversight and consolidated reporting. For others, it may extend to wealth structuring, governance, succession, strategic advisory, and coordination of a broader network of professional advisors.
The appropriate scope is determined by the family’s circumstances and may evolve over time.
What Guides Our Approach
Preserving Legacy.
Supporting What Comes Next.
We welcome a confidential conversation about your family’s requirements.