Family Office Set-up
Single- and multi-family office design, governance charters and operational playbooks.
A family office is not a legal entity — it is a governance system. PWS Offshore designs single-family and multi-family office structures that fit the family's asset base, its generational composition and its appetite for direct control.
We start with the governance charter: how decisions are made, who has vetoes, how disputes resolve, and how the next generation is inducted. The legal and operational stack — SPV, holdcos, trusts, foundations, banking and reporting — is built to serve that charter.
PWS Offshore provides specialist advisory throughout. We do not run families' capital; we build the office and, if desired, coordinate vetted CIOs, custodians and administrators within the wider professional network.
Scope of engagement
- Governance charter drafting
- CIO of record introductions
- Reporting and consolidation
Typical clients
- Families with $25m+ in net worth formalising internal operations
- Post-exit founders converting operating capital into private-wealth infrastructure
- Multi-generational families with beneficiaries in three or more jurisdictions
A coordinated specialist team, from first call to handover.
Governance, decision rights, next-generation policy and dispute resolution drafted with the principals.
Trust, foundation, holdco and SPV stack designed to serve the charter.
Custodian, banking, accounting and reporting selected and onboarded.
Board packs, policies and annual calendar handed to the family and its CIO.
What you receive.
Every engagement closes with a specialist-reviewed handover pack — retained on file for thirty years.
- Family governance charter
- Full legal and holding structure
- Custodian, banking and reporting setup
- CIO and administrator introductions
- Annual governance calendar and board pack template
Questions we hear on every intake call.
- Single-family or multi-family office?
- Below roughly $250m of assets, a well-run multi-family office is usually more efficient. Above that, single-family becomes cost-competitive and gives full control.
- Do you run our capital?
- No. PWS Offshore builds the office and coordinates the operators. We are deliberately independent of the CIOs, custodians and administrators we introduce.
Start with a twenty-minute call. Leave with a written scope.
Every engagement begins with our advisory team and is assigned to the relevant specialists. Fixed fees are quoted in writing before any work begins.
More on advisory & related work
Every engagement begins with a twenty-minute advisory call. Fixed fees, in writing, before any work begins.