Strategic Services for Discerning Families
Discreet, coordinated strategies for generational wealth.
We offer elite family office services that unify your legal, financial, and investment advisors into one cohesive strategy tailored to your values, built to last.
Comprehensive coordination. Enduring clarity.
Managing significant wealth requires more than investment oversight it demands seamless integration across financial, legal, and lifestyle domains. At Svis &Ariel Family Office, we unify these elements into a personalized, strategic framework aligned with your family’s long-term goals.
We work closely with your trusted advisors or help you build the right team — to ensure every decision supports a clear, unified vision. From cross-border structures to estate planning and financial reporting, we coordinate the complexities so your family can focus on what matters most.
Our Services
1
Financial Coordination & Oversight
We consolidate financial data across institutions, monitor investment performance, coordinate with advisors, and prepare clear reports ensuring your capital is aligned and fully under control.
2
Wealth Structuring & Tax Planning
We design efficient legal structures and collaborate with tax and legal professionals to optimize your holdings, protect assets, and preserve wealth for future generations.
3
Multi-Generational Planning
We help families build governance systems, define succession strategies, and educate the next generation creating a smooth and intentional transition of wealth and values.
4
Philanthropic Advisory
We help families design meaningful giving strategies, establish foundations or donor-advised funds, and manage all aspects of charitable planning aligning generosity with values, legacy, and tax efficiency.
5
Risk Management & Insurance
From global asset protection to personal security, we assess exposure, consolidate insurance coverage, and coordinate with specialists ensuring your family and assets are protected against unexpected risks.
6
Administrative & Lifestyle Services
We take care of the day-to-day: bill payments, property oversight, travel logistics, staff coordination, and secure documentation so your family can focus on life, not paperwork.
How We Work
%20(2).jpg)
Our Approach
At Svis&Ariel Family Office, strategy is not just a service, it’s a philosophy.
Our process is designed to simplify complexity, align your advisors, and translate vision into action. Through a five step approach, we deliver clarity, control, and confidence from the first consultation to long-term success.
01
Discovery & Assessment
We begin with in-depth conversations to understand your financial landscape, goals, values, and challenges.
02
Strategic Planning
We build a tailored strategy that aligns legal, tax, investment, and lifestyle decisions with your family at the center.
03
Implementation
We coordinate all moving parts with your trusted advisors — or help you build a new team of world-class professionals.
04
Ongoing Monitoring
We continuously track progress, provide reporting, and proactively update strategies as life and laws evolve.
05
Long-Term Partnership
Our role is to stay one step ahead adapting your plan to secure clarity, control, and continuity across generations.