[vc_row][vc_column][vc_tta_tabs style=”outline” color=”sky” spacing=”3″ gap=”1″ active_section=”1″ pagination_style=”outline-square” pagination_color=”white” no_fill_content_area=”true”][vc_tta_section i_icon_fontawesome=”fas fa-store-alt” add_icon=”true” title=”Family Office Management” tab_id=”1717747519651-af2c0fd4-847a”][vc_row_inner][vc_column_inner width=”2/3″ css=”.vc_custom_1717751504130{background-color: #ffffff !important;}”][vc_column_text]Whether you have or run a family office – or are thinking of establishing one – our Family Office Management dedicated advisory specialists can guide you at every step.

Our team has direct experience of setting up, structuring and running institutional-sized private investment companies and family offices for wealthy families.

We create customized wealth management strategies for each family office, drawing from the comprehensive offering of investments, lending, liquidity management, and custody available locally[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”7071″ img_size=”full”][/vc_column_inner][/vc_row_inner][vc_row_inner css=”.vc_custom_1717751532215{background-color: #d6d6d6 !important;}”][vc_column_inner width=”1/2″][vc_custom_heading text=”Purpose of family office” use_theme_fonts=”yes”][vc_column_text]The family office is a dedicated solution for the complex management of the family wealth. It is a vehicle that supports the family in the day-to-day administration and management of the family’s affairs and long-term strategy.

Family wealth is a very specific and complex type of wealth in terms of management. It does not only concern the business itself, but also concerns managing liquidity ratios, private equity investments, stock portfolio investments, debt structures, and even privately used assets. It therefore requires a very specific approach. A family office is a dedicated vehicle to support the family.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”7072″ img_size=”full”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner][vc_custom_heading text=”Why setup a family office?” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-handshake” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Personal”]The most important reason is that it is personal. A family office is tailor-made and — in contrast to other service providers — only works for one client, the family.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-lock” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Privacy”]It also serves privacy. A family office allows a family to have all personal information in one secure place and accessible by only a limited number of people. The family office can therefore serve as the guardian and gatekeeper of the privacy of the family.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-tree” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Prosperity”]Prosperity is the third reason. As family wealth is spread over several family members of different generations with different needs, there will always be a need for a balance between wealth creation on the one hand and the financial needs of family members on the other hand.[/stm_icon_box][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-infinity” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Perpetuity”]Perpetuity. Family wealth usually serves a specific purpose. The family office can help the family in defining a clear family purpose and therefore support them in creating a legacy across the different generations.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-medal” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Professionalism”]A family office is also created to establish more professionalism. There clearly is a trend for families to manage their wealth in a very professional way, as a business on its own, with a dedicated team of experts. As family wealth and family businesses are getting more international, professionalism is key.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-chart-line” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Technology”]We employ international industry best practices and use highly sophisticated technology to perform analysis and critical decision making in order to satisfy the needs of our clients.[/stm_icon_box][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section i_icon_fontawesome=”fas fa-funnel-dollar” add_icon=”true” title=”Risk Management” tab_id=”1717747519652-c7b75d9c-70e7″][vc_row_inner][vc_column_inner width=”2/3″][vc_column_text]Risk Management allows organizations to improve the quality of project management practices and governance from the decision to invest to final delivery of project outcomes. Risk management promotes dialog between all stakeholders and sponsors and supports realistic approaches, plans, and project estimates. When implementing or improving Risk Management, we consider your organization’s/project’s risk management maturity, processes, methodologies, organization, culture, technologies and oversight structures.

New risks are emerging faster than ever. Given our deep expertise in risk management, Beril Ogot teams are well-placed to provide the foundation for business processes and technologies that help build resilience and drive growth.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”7078″ img_size=”full”][/vc_column_inner][/vc_row_inner][vc_row_inner css=”.vc_custom_1717751461801{background-color: #d6d6d6 !important;}”][vc_column_inner width=”1/2″][vc_custom_heading text=”Who benefits from risk management done well?” use_theme_fonts=”yes”][vc_column_text]Risk management is a key project management process and must be integrated into the planning and execution of the project.

Risk management, like project management can be continuously improved to bring substantial benefits to the organization and the customer, but it takes management commitment to make it happen and to instill it in projects so that all may benefit from it.

Clients who address risk management as an integral way of doing business see gains in these areas:

• Improved investment decision making and project selection
• Better cost, schedule, and performance estimates
• Improved customer relations and reputation
• Improve team communications and morale
• Benefits of Risk Management Done Well

When done right, risk management provides significant benefits including:

• Senior leadership has better quality and more meaningful engagement with project teams and stakeholders – including the customer.
• Substantially improves communications between all project stakeholders; including sponsors, customers, project manager, team members, subcontractors and the public.
• Creates useful information in the form of contingency budgets for cost and schedule.
• Generates insights concerning where projects need attention.
• Provides a foundation for examining and understanding the health and performance of the project.
• Suppliers and subcontractors are more cooperative and proactive to address issues and challenges.
• Anticipates what could happen to impact project performance and to engage key stakeholders in critical conversations about the project.

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”7079″ img_size=”full”][vc_single_image image=”7080″ img_size=”full”][vc_single_image image=”7081″ img_size=”full”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner][vc_custom_heading text=”Risk Analysis Processes” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-exclamation-triangle” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Identify Existing Risks”]Risk identification mainly involves brainstorming. A business gathers its employees together so that they can review all the various sources of risk. The next step is to arrange all the identified risks in order of priority. Because it is not possible to mitigate all existing risks, prioritization ensures that those risks that can affect a business significantly are dealt with more urgently.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-search” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Assess the Risks”]In many cases, problem resolution involves identifying the problem and then finding an appropriate solution. However, prior to figuring out how best to handle risks, a business should locate the cause of the risks by asking the question, “What caused such a risk and how could it influence the business?”[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-tasks” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Develop Appropriate Response”]Once a business entity is set on assessing likely remedies to mitigate identified risks and prevent their recurrence, it needs to ask the following questions: What measures can be taken to prevent the identified risk from recurring? In addition, what is the best thing to do if it does recur?[/stm_icon_box][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-university” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Preventive Mechanisms Development”]Here, the ideas that were found to be useful in mitigating risks are developed into a number of tasks and then into contingency plans that can be deployed in the future. If risks occur, the plans can be put to action.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-star” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Importance of Risk Management”]Risk management is an important process because it empowers a business with the necessary tools so that it can adequately identify and deal with potential risks. Once a risk has been identified, it is then easy to mitigate it. In addition, risk management provides a business with a basis upon which it can undertake sound decision-making.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-wifi” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Response to Risks”]Response to risks usually takes one of the following forms:

Avoidance: A business strives to eliminate a particular risk by getting rid of its cause.

Mitigation: Decreasing the projected financial value associated with a risk by lowering the possibility of the occurrence of the risk.

Acceptance: In some cases, a business may be forced to accept a risk. This option is possible if a business entity develops contingencies to mitigate the impact of the risk, should it occur.[/stm_icon_box][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section i_icon_fontawesome=”fab fa-acquisitions-incorporated” add_icon=”true” title=”Corporate Financial Planning” tab_id=”1717749727628-c3a19980-013a”][vc_row_inner][vc_column_inner width=”2/3″][vc_column_text]How do you know at any point in time whether your company is solvent? How do you deal with financial bottlenecks? Is there a way to determine the future of your business? The answer to these questions and more are found in establishing solid corporate financial planning.

Early 2020 saw people around the world begin to stockpile necessities. An unprecedented crisis had begun, and global uncertainty mounted by the minute. As a result, many hoarded basic items such as toilet paper and other commodities as a safeguard for an uncertain future.

For companies, money is that safeguard. Businesses should always be solvent and have enough cash to pay outstanding bills, make investments when there is a surplus, and reduce expenses when it slips into the red. But how do you know if your business is always solvent? To stay on top of your income and expenses, you need a solid corporate financial plan and that’s where we partner with you to ensure you’re well prepared for any eventualities.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”7087″ img_size=”full”][/vc_column_inner][/vc_row_inner][vc_row_inner css=”.vc_custom_1717751396560{background-color: #d6d6d6 !important;}”][vc_column_inner width=”1/2″][vc_custom_heading text=”Corporate Financial Planning Process” use_theme_fonts=”yes”][vc_column_text]

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”7088″ img_size=”full”][vc_single_image image=”7089″ img_size=”full”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner][vc_custom_heading text=”Steps in the Financial Planning Process” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-chart-bar” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Sales Planning”]Sales planning is a key part of the corporate financial plan. Commonly spanning between two and five years, it often serves as a decision-making aid for banks when granting loans. If there is data from previous years, it should be included in the strategic sales plan, as well as capacity limits and, depending on the industry, seasonal restrictions. While much of this information may be an estimate, you can still track in the weeks, months, and years thereafter whether your sales are developing according to expectations or whether there are deviations which should be addressed.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”far fa-money-bill-alt” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Capital Requirements Planning”]The capital requirements plan is another sub-plan of corporate financial planning. It determines what capital requirements will arise in your company in the next few years. Capital requirements include start-up costs (in the initial phase of companies), fixed assets, and inventories. Potential losses should also be planned for. Supplement your capital requirements planning with financial requirements planning to learn where your financial resources will come from to cover the capital requirements. These usually come from equity and borrowed capital.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-calendar-alt” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Investment Planning”]The amount of your planned investments depends on your individual business model. For example, a freelance professional will probably have lower investments in basic equipment compared to opening a restaurant. But even beyond the start-up phase, the investment plan allows you to record expansion investments that may become necessary in subsequent years. Plan for the months when you want to invest so the money is available when needed.[/stm_icon_box][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-hand-holding-usd” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Liquidity Planning”]Liquidity planning complements the other sub-plans. All variables that affect the level of the account balance are included in this plan. These include tax arrears and advance payments, redemption payments, borrowings, and the like. The aim is to always ensure the company’s solvency in the future. The entire future capital requirement is derived from the liquidity plan. This makes this subplan one of the most important for companies. Liquidity planning should cover a time span of six to twelve months and, if possible, include the past two years in the analysis.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-thumbs-up” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Advantages of Planning”]Being better prepared for emergencies—Ideally, an emergency won’t occur at all because your financial plan will let you know in advance where bottlenecks may occur and how to respond to them.

Faster response times—If an unforeseen event does occur, you can react to it quickly because you already have an overview of the entire company and can easily address deviations.

Enabling stable planning, even in the long term—Accurate corporate financial planning ensures better long-term business performance.

Clearly defined strategy and goals—Knowing the financial performance of your company, short term and long term, means you can safely build on it.

Increased transparency in the company—Not only do you always know where your company stands, but you can also offer greater security to your investors.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-binoculars” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Bottomline”]As the world recovers from a global pandemic, uncertainty still lingers. While many have become accustomed to the uncertainty and no longer feel the need to stockpile basic items, business uncertainty is still very tangible for companies of all sizes. Where do we go from here? Where will we be in two, five or ten years? Long-term business success means modern integrated business planning. A corporate financial plan provides you with vital transparency and accuracy to ensure your organization can remain agile and resilient.[/stm_icon_box][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section i_icon_fontawesome=”far fa-building” add_icon=”true” title=”Asset Management” tab_id=”1717750787684-d4824180-0fd8″][vc_row_inner][vc_column_inner width=”2/3″][vc_column_text]We are committed to building trust and delivering a consistently first class and high-quality private client investment service. We do this by understanding your exact personal requirements, demonstrating sound judgment in the investments we manage and by making an enduring commitment to meeting your evolving needs over the long-term. Effectively, you receive the same kind of dedicated service experienced by major banks and financial institutions, but focused directly on your own personal, investment goals.

Our investment managers are able to provide a truly personal and customized service that aims to protect and grow your wealth — and exceed your expectations. If you are looking to structure your investment portfolio to match your specific goals or for tax considerations, we have comprehensive experience working alongside our financial advice team to provide you with a complete professional service.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”7092″ img_size=”full”][/vc_column_inner][/vc_row_inner][vc_row_inner css=”.vc_custom_1717751347788{background-color: #d6d6d6 !important;}”][vc_column_inner width=”1/2″][vc_custom_heading text=”Our Investment Process” use_theme_fonts=”yes”][vc_column_text]The family office is a dedicated solution for the complex management of the family wealth. It is a vehicle that supports the family in the day-to-day administration and management of the family’s affairs and long-term strategy.

Family wealth is a very specific and complex type of wealth in terms of management. It does not only concern the business itself, but also concerns managing liquidity ratios, private equity investments, stock portfolio investments, debt structures, and even privately used assets. It therefore requires a very specific approach. A family office is a dedicated vehicle to support the family.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][stm_spacing lg_spacing=”90″ md_spacing=”80″ sm_spacing=”70″ xs_spacing=”0″][vc_single_image image=”7094″ img_size=”full”][stm_spacing lg_spacing=”90″ md_spacing=”80″ sm_spacing=”70″ xs_spacing=”60″][stm_spacing lg_spacing=”90″ md_spacing=”80″ sm_spacing=”70″ xs_spacing=”60″][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner][vc_custom_heading text=”Investment Philosophy” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-balance-scale” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”We believe in informed risk, effectively managed”]We manage risk with discipline and rigour. By combining our extensive experience and unique insights, we reach an informed view on every decision throughout the whole investment process.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-cloud-upload-alt” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”We are actively responsible investors”]We promote sustainable business practices in global markets, encouraging greater transparency and better corporate governance. This helps us to reduce risk and strive to enhance the long-term value of your investments.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-calendar-plus” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”We invest with conviction for the long term”]Everything we do is driven by our long-term perspective and our focus on building strategies and funds that are built to last. This ensures we develop long-lasting partnerships with our clients.[/stm_icon_box][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-users” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”We are inspired by our clients’ needs”]By listening to your aspirations and understanding the challenges you face, we aim to create the strategies and funds that focus on delivering the specific outcomes you need.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-project-diagram” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”We collaborate to innovate”]Our diverse experts act as one team. By bringing together our knowledge, skill and creativity across major asset classes, disciplines and regions, we can unearth great investment opportunities for you.[/stm_icon_box][/vc_column_inner][vc_column_inner width=”1/3″][stm_icon_box icon=”fas fa-brain” style=”icon_left” icon_size=”21″ icon_color=”base” icon_bg_color=”third_bg” icon_width=”70″ title=”Connected thinking”]We connect people, data and perspectives, across asset classes and regions to scout new investment opportunities. We gather critical information and analyze global business and investment trends, creating strength from connections in order to deliver the best of our diverse expertise with every investment.[/stm_icon_box][/vc_column_inner][/vc_row_inner][/vc_tta_section][/vc_tta_tabs][/vc_column][/vc_row][vc_row][vc_column][/vc_column][/vc_row]