One Investment Group provides services to some of Australia’s wealthiest families. Here’s just some of the services family and multi family offices can rely on One Investment Group to provide:
Professional Trustee services:
- Establishment of a trust to assist the family with safeguarding of the family’s assets
- Operating a fund or trust structure allows the family office to be nimble and opportunistic when deploying capital and participating in venture capital raisings and private market transactions
- With Global custody solutions, we can help family offices to manage their overseas investments
Fund administration services:
- Streamline reporting and processing of their investment holdings and fund structures
- Through the use of the best available technology and professional personnel, investors can be confident that the capturing of corporate actions and reconciliation of portfolio holdings are accurate and relevant reports are produced on time
- Provide specific tax reporting for completion of tax returns
- KYC, AML, FATCA & CRS reporting for Co investment structures
