Multi-Family Office

Our entire range of services are grounded in a deeper understanding of the client family’s specific requirements, a knowledge built on quality relationships often lasting many years.

At Zeta, we support our clients with consistent planning and implementation of their family governance system. By teaming up with the client, we can define values, structures and processes that are aimed towards achieving a shared objective in both a transparent and efficient manner.

Zeta provides independent assistance in developing a successful family governance system. By teaming up with expert global investment managers, we develop integrated, customised solutions for all of your financial affairs.

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Cost efficiency, transparency and security

  • Fee models, achievement-oriented remuneration and negotiation of optimum conditions with banks and third parties;
  • Assets are deposited with first-class banks;
  • Efficient administration platform

Relief from all administration duties

  • Co-ordination/prioritisation of tasks with specialists you trust
  • Provision of fiduciary and trust services provide families with a “one-stop ’shop” solution.

To this end, we bring multidisciplinary expertise to achieve targets, mitigate risk and nurture prosperity. The Zeta Family Office assists families and individuals in administering their wealth. Through our team of experienced professionals, a structured approach is put in place, ensuring a sustainable strategy for your family:

  • Estate planning;
  • Tax planning;
  • Legal advice;
  • Consolidation;
  • Budget and cash flow management;
  • Trusteeship.

At Zeta, we strive to make sure that our clients’ relocation is a seamless one and offer exclusive services to assist both the individual and businesses alike. We understand that relocating can be incredibly daunting, which is where we can support and guide you every step of the way to make sure your move is seamless and timely.

Our exclusive services, combined with our quality service, will make your move a seamless experience. Our dedicated team will take care of your every need, giving you peace of mind knowing that all of your requirements have been met.

Our services cater to both the private individual and businesses alike, which include Relocation Services, Transition Services, Property Management and more. At the initial enquiry, we will obtain a comprehensive understanding of your requirements and will provide you with a detailed overview of your options. The following information will be included:

  • General information relating to the cost of living, finding a place to live, health insurance or other, medical care options, banking requirements, transport, etc.;
  • An overview of accommodation available in the chosen location;
  • For families, we will provide you with a list of potential schools and contacts as well as any related links on the local education system upon request;
  • Information on the various leisure facilities available on the island;
  • Property management related information;
  • Any other specific information requested.

Buying or renting a property is not a process to be rushed. One should take time to research the market as a whole and your particular destination of choice.

Zeta can assist you in finding the right home or rental property that you require. We will recommend leading experts in the local property sector of your chosen country. Having the right professionals will save you time, money and stress. Zeta can also provide you with information relating to the different laws and taxes surrounding property ownership and rentals in a foreign country.