Multi-Family Office
Strategy, structure, and long-term vision for complex family wealth.
Managing significant wealth is not just about investing, it's about structure, clarity, and continuity. At Arko Advisory, we help families with substantial capital transform financial complexity into clear decisions, efficient structures, and a shared roadmap across generations. No proprietary products, no conflicts of interest, and real coordination across financial, tax, legal, and personal dimensions.
Included services:
- Personalized wealth and financial planning
Comprehensive diagnosis, clearly defined goals, and a realistic roadmap.
- Efficient legal and tax structuring
Holdings, international vehicles, wills, donations, and business succession.
- Family governance and coexistence protocols
Intergenerational forums, shared values, conflict resolution, and continuity mechanisms.
- Financial education and NextGen training
Practical programs to prepare heirs and integrate family talent.
- Consolidated multi-bank and multi-asset reporting
Real-time dashboard covering liquidity, performance, risk, and ESG data.
- Risk oversight and regulatory compliance
Active supervision of structures, assets, and legal obligations.
A Partnership That Grows With You – Three Modular Phases
1. Basic
3. Comprehensive
2. Expanded
Traditional investment management, financial planning, and liquidity control.
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Immediate visibility of your wealth and a structured strategy to preserve capital.
2. Expanded
3. Comprehensive
2. Expanded
Alternatives, co-investments, comprehensive tax planning, structured succession, and real estate strategy.
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Protection and optimization of every pillar of family wealth.
3. Comprehensive
3. Comprehensive
3. Comprehensive
A 360° partner: bespoke vehicles, direct investments, family governance, philanthropy, and a dedicated concierge.
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Full delegation; time and energy freed up for every generation.