MSM works closely with clients to help understand their Investment objectives and devise a personalised wealth strategy that ensures Capital preservation for future generations.

Family Office Services

FAMILY-OFFICE-SERVICES

Philanthropy

  • Provide a Philanthropic vehicle for meeting families giving needs
  • Experienced team of independent advisors in administrating structures
  • Specialized skills and experience in managing investment mandates

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Family Advisory Service

  • Advice on reviewing Estate Planning and Wills
  • Active Trust and Asset Monitoring with in house specialists
  • Provide Next Generation Training and Education
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Financial Asset Tracking

  • Family Expense Management and Bill Paying
  • Preparation of monthly liquidity statements
  • Consolidated Reporting of liquid and illiquid assets
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Lifestyle Management

  • Inventory management of personal luxury assets like classic cars and yachts and planes
  • Tracking and account for illiquid assets like real estate and private equity
  • Family expense management and bill paying
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Investment Management

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Investment Management

  • Discretionary Asset Management (DAPM)
  • Investment Advisory Portfolio Management (IAPM)
  • Proprietary Asset Portfolio Management (PAPM)
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Advisory Execution Services

  • Execution services in all cross assets including FX and commodities
  • Proprietary Charting and Technical Analysis Service
  • Access to buy and sell side institutional research
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Thematic Funds

  • Structure and manage as sub advisors across all investment funds
  • Enlist industry specialists to advice on Thematic Investing
  • Partner with third party managers for white labelling of funds
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Business Advisory Services

Portfolio-Management

Corporate Advisory

  • Corporate and Financial Advice
  • Lifestyle Management and liaison with third party professionals
  • Inventory Management
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