Corporate Solutions & Family Office
Independence, Integrity, Exclusivity
FAMILY OFFICE While no two family’s styles and objectives are the same, the successful enhancement and transfer of wealth across generations demands careful thought, planning and management. E & V Family Office serves as your private CFO and trusted advisor, offering holistic advice and management that takes into account the distinct values and issues faced by each wealthy family in a constantly changing macro and micro environment. These often include establishing a family constitution whereby the family governance goals and objectives are clearly set out and communicated from the outset. This ensures the preservation of family values and the successful transfer of wealth over time, and between generations, thus creating a lasting financial legacy. E & V Family Office is independent of any financial institution. We provide strictly impartial advice without being weighed down by the expectation of selling financial products that primarily benefit the product originator rather than the client. Our independence, as well as the extensive industry experience and network of our principals, ensures that clients have access to the best available external wealth managers and custodians. Whilst most of our mandates are non-discretionary we have a separate and very successful wealth management company, MBMG Asset Management, that allows us to accept discretionary wealth management mandates.
Wealth management
Our wealth management services include: • Formulating detailed investment perspectives to agree overall asset allocation • Tailoring portfolio management services to client investment and risk profiles • Identifying and selecting talented wealth managers on a best-of-breed principle
• Assisting clients to choose the “right” Private Banks for custodian services, providing them with the best of both worlds. Clients are able to choose a solid Private Bank with a healthy market capitilisation, state of the art infrastructure, research capabilities and execution platforms, yet maintain a relationship with E & V as an impartial and personal advisor to help them to structure the management of their accounts with the respective banks through a limited power of attorney. This segregation of functions between investment advice, custodianship and execution platforms avoids potential conflict of interests and ensures value for service. E & V constantly monitors the competitiveness of pricing and the credit worthiness of the chosen custodian banks and passes through to the client all retrocession paid to E & V by the relevant parties • Consolidated reporting of all assets and liabilities held with various custodian banks, delivery of a powerful and understandable risk management report enabling rapid assessment of performance against agreed benchmarks Family governance & succession planning
E & V acts as an independent and impartial third party advisor to all family member stakeholders to ensure that expectations are appropriately set and family values are communicated. Unsatisfied expectations and disharmony with regard to strategic values and objectives are the surest way to destroy family wealth and negatively impact the family business. E & V assists by:
• Preparing and implementing agreed
family governance structures
• Providing mentoring & coaching to
members involved in the family business
• Assisting with succession planning
Estate and tax planning
E & V’s estate and tax planning services include: • Cross border tax advice • Inheritance / estate planning • Individual tax preparation and filing • Wills and trusts
• International healthcare and life insurance
RISK MANAGEMENT Globalization often means increased exposure towards various currencies, interest rates, stock and commodity markets. Apart from these financial markets, we discuss with our clients as well how to manage other potential risks, such as operational, health, personal security, political, regulatory, country or industry specific risks. Risk management is therefore an integral part of our decision process and client advice. It forms part of our asset allocation and portfolio construction where we talk about risk before we discuss potential return, agreeing on the level of volatility clients are willing to take. Once we have agreed on risk parameters and strategic asset allocation we then monitor portfolio performances versus benchmarks on a regular basis. We also advise our Family Office clients on various optional insurances. Some of our corporate clients wish us to conduct a competitor and industry analysis, highlighting what potential current and future risks they are facing and how to mitigate them. E & V’s senior team is comprised of commercial and private bankers, entrepreneurs and lawyers all of whom have experience in managing the risk profile of complex businesses, wealth assets and liabilities.
CORPORATE SOLUTIONS We provide a full range of corporate finance services including debt and equity raising, M&A advice, restructurings, joint ventures and divestiture of businesses. We also advise on cross border business, tax structures and business strategy. We have strong connections to banks, institutional investors and family offices globally. The extensive corporate and banking experience as well as the unique blend of skills of the E&V team ensures that strategic and financial value is added to each transaction. We limit the number of engagements we work on simultaneously and our fee structures are primarily linked to successful client outcomes meaning that our clients get personalized and affordable partner service.
Debt & Equity capital raising • Raising capital for infrastructure, industrial,
real estate, entrepreneurial, MBOs, LBOs and other developments and projects through equity or debt financing
• Offering our extensive network of
banks, private equity investors, venture capital investors, family offices and other institutional investors plus potential strategic partners in many industry sectors
Merger and Acquisitions, Joint Ventures & Restructuring • Full range of services, including joint ventures, mergers,
sales, acquisitions, leveraged buyouts, raid defences, spin-offs, divestitures and other restructurings
Strategic Corporate Advisory • Strategic Positioning and growth opportunities • Balance sheet management • Alignment of goals and strategies • Performance enhancement
E & V is affiliated with MBMG Group, which is Thailand’s leading financial consultancy, offering expert services in the areas of Corporate Finance, Wealth Management, Legal Services, Audit & Accountancy, and Risk Management Established in 1995 as the Kingdom’s first independent financial consultancy, MBMG has a worldwide client base, 4 offices and an experienced team of more than 50 Thai and expatriate staff and associates.
E & V (Asia) Co., Ltd. Edmonds & Vogelsanger 75/56 Ocean Tower II, 26th Fl., Soi Sukhumvit 19, Klongtoey Nua, Wattana, Bangkok 10110 Tel: +66 (0) 2 665 2537-9
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Fax: +66 (0) 2 665 2996
www.E-and-V.com