Egeli & Co. Family Office is an independent and boutique company which offers wealth management, relations management and asset optimization services from a single center with an objective and professional approach while mentoring all the generations in the family.
The wealth management requires time and specialization more than ever for the reasons of diversification in investment instruments, complexification of the tax system and dissemination of the investments to more than one geographical regions due to globalization.
Egeli & Co. Family Office is an independent and boutique company offering 360 degree integrated financial and asset management services to the families according to the targets set in parallel with the family philosophy for sustainability of their wealth; serving as a personal Chief Financial Officer (CFO) for the families; ensuring coordination of different specialists being parties to the wealth; offering wealth management, relations management and asset optimization services from a single center with an objective and professional approach while mentoring all the generations in the family.
We, as Egeli & Co. Family Office, offer services on development and implementation of the wealth management plan, protection and transfer of the wealth to the future generation in a safe manner. One of the targets of Egeli & Co. Family Office is to produce stronger and more comprehensive solutions for all the financial needs of the persons or the families.
We offer integrated approach through our professional team with different abilities and deep specialties.
Whereas we ensure centralization of the management of the family’s financial affairs, we also enable the members of the family to expand their individual economic power, perform stronger capital investments and benefit from the economies of scale and arrange their financial rights according to the principle of equality.
During the wealth management, the families are working with wide range of consultants such as tax consultants, investment consultants, private bankers, portfolio managers, investment managers, legal consultants, art consultants, real estate appraisers, insurers, family company specialists, corporate management specialists etc. In this structure, the member of the family is unable to balance many recommendations made by these consultants; suffer from the lack of a mechanism controlling all these consultants; and take the consequences of hidden costs. Furthermore, the member of the family cannot see the whole picture since he intervenes in each stage of the relevant process. Accordingly he cannot manage his wealth and most importantly his time.
We provide a holistic overview and a single point of contact to limit the amount of time the family member spends with his advisors.
Whereas we, as Egeli & Co Family Office, make effort for sustainable family wealth, we are able to produce services matching the needs of the family thanks to our flexible structure. So as to offer the families integrated services from a single center, we work with our experienced business associates with proven track record of success, such as; tax specialists, legal advisers and investment specialists as well as other specialists and consultants. Accordingly, we are able to prevent inconsistence and inefficiency of the decisions, independent from each other, by means of an integrated approach; ensure cost control for the family; professionally analyze complicated investment matters; and ensure coordination of all the specialists and consultants.
As a result of all these efforts, we are also able to offer the families integrated reporting services – the greatest need of the families.
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