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Family Office

Agate can orchestrate:

  • Banking
  • Wealth Management
  • Investment portfolios
  • Real Estate
  • Insurance
  • Family Business Advisory
  • Family Asset protection
  • Succession planning
  • Fine Art and other collectabes
  • Special Situations
  • Security
  • Philanthropic
  • Information and Reporting

Family office

    Out team of professionals takes the time to understand the family structure and dynamics. 

    We facilitate education and communication across family generations to achieve successful wealth transitions.

    AGATE offers bespoke Family Office Services to achieve the most suitable service to fulfil every family’s specific needs.