Our Services
TAO Family Office is a unique and highly professional organization which offers a broad spectrum of commercial, corporate, and personal services. The skilled team operates with integrity and reliability, enabling our clients to focus on growing their business. At TAO, our family office team possesses extensive expertise across a variety of disciplines with commitment to the highest standards you would come to expect from a specialist service provider. Our independence means we can evaluate opportunities for clients with complete objectivity. We are involved in wealth and tax planning, liquidity forecasting, asset allocation and transmission of wealth between generations. TAO Family Office coordinates the relationship between the family and all external advisers.
Our core services include:
Our flagship service includes serving our clients as Chief Investment Officer (CIO). In scope of this role we are devoted to oversee the investment activity, including planning of the investment strategy in light of the family's goals and values, management of the implementation directly and by third parties executing investment activities, monitor the developments and provide integrated reporting.
Additional services provided by us:
TAO Family Office is a unique and highly professional organization which offers a broad spectrum of commercial, corporate, and personal services. The skilled team operates with integrity and reliability, enabling our clients to focus on growing their business. At TAO, our family office team possesses extensive expertise across a variety of disciplines with commitment to the highest standards you would come to expect from a specialist service provider. Our independence means we can evaluate opportunities for clients with complete objectivity. We are involved in wealth and tax planning, liquidity forecasting, asset allocation and transmission of wealth between generations. TAO Family Office coordinates the relationship between the family and all external advisers.
Our core services include:
Our flagship service includes serving our clients as Chief Investment Officer (CIO). In scope of this role we are devoted to oversee the investment activity, including planning of the investment strategy in light of the family's goals and values, management of the implementation directly and by third parties executing investment activities, monitor the developments and provide integrated reporting.
- Integrated planning
- Investment management and implementation
- Consolidated reporting and monitoring
Additional services provided by us:
- Family and corporate governance
- Independent trustee and company services
- Establishing tax efficient asset holding structures
- Coordination, management and consolidated reporting of all assets
- Expertise on customized structured financial products
- Expertise on specific asset classes including real estate, venture capital, private equity, peer to peer lending, algorithmic trading, yachts, private aircraft, exotic cars and art
- Philanthropy and impact investments
- Concierge and lifestyle management services.