Our Services

>> Our Services

The services offered by us, as Egeli & Co. Family Office, are summarized including but not limited to the following: 

As noticed among our services, the families may benefit from the integrated wealth management, confidentiality and advanced asset management services as well as relations management advantages we offer. The major return of sailing with us may be listed as; protection of the family’s interests, transparency and fairness in fees, proactive investment approach, simple and practical solutions to be offered, communication with the opinion leaders and related experts, integrated reporting etc.

  • Investment policy development
  • Asset allocation plan development
  • Investment managers selection
  • Investment vehicle structures
  • In-house portfolio management
  • Custodial oversight
  • Core asset class oversight
  • Alternative asset class oversight
  • Special asset class research
  • Allocation and rebalancing oversight

  • Balance sheet analysis
  • Integrated tax and income plan design
  • Retirement planning
  • Analysis of professional advisors and fees
  • Tax and income plan implementation
  • Bank financing analysis and negotiations
  • Coordination of team of advisors




  • Annual consolidated net worth statements
  • Cash flow analysis
  • Quarterly investment performance reports
  • Quarterly investment partnership accounting
  • Monthly entity accounting and reporting
  • Annual status reports compared to plan
  • Online access to custom reports
  • Recordkeeping for personal property


  • Development of objectives
  • Multi-generational snapshot of existing strategies
  • Legal and tax strategies under consideration
  • Financial modeling of alternative strategies
  • Explanation of plans to owners
  • Action plan to implement changes

  • Trustee liability audit
  • Property and casualty insurance assessment
  • Life insurance analysis
  • Collectibles inventory, appraisal, and protection

  • Family governance
  • Family education plan
  • Family meeting coordination
  • Family news communication plan
  • Leadership training
  • Career planning
  • Coaching and mentoring

  • Multi-generational objectives
  • Personal giving programs
  • Foundation trustee training
  • Private foundation management
  • Governance and board development
  • Strategy analysis and implementation
  • Foundation and grant administration