Family Office & Concierge Services
Family Office & Concierge Services
At C2Z Advisory, we understand that managing family wealth and success goes far beyond financial planning — it’s about preserving legacy, ensuring continuity, and simplifying life’s growing complexities.
Our Family Office and Concierge Services provide end-to-end administrative, professional, and lifestyle management solutions for high-net-worth individuals, families, and executives across 80+ jurisdictions.
Combining global reach with local expertise, discretion, and efficiency, we help our clients structure and protect their wealth, manage global mobility, and enjoy seamless day-to-day living — allowing you to focus on what truly matters while we take care of the rest.
Our Family Office Services include
- Establishment and administration of family offices
- Wealth and succession planning structures (foundations &holding companies)
- Consolidated reporting across jurisdictions
- Coordination with tax, legal, and investment advisors
- Oversight of family-owned corporate entities
- Accounting, compliance, and regulatory management
- Strategic residency and citizenship planning
- Visa applications and relocation logistics
- Property acquisition and management
- Support with education, healthcare and local integration
Concierge & Lifestyle Management Services
- Private aviation and yacht charters
- VIP airport assistance and transfers
- Luxury accommodation and villa arrangements
- Bespoke itineraries for business or leisure travel
- Relocation support: visas, logistics, and housing
- Property search, acquisition, and administration
- Coordination with legal, tax, and property management professionals
- Household staff recruitment and management
- Asset protection and structuring in collaboration with our advisory teams
- Event and celebration planning
- Access to exclusive clubs, memberships, and experiences
- Shortlisting of personal assistants, nannies, or private chefs
- Day-to-day lifestyle coordination tailored to individual needs
- School and university placement assistance
- Medical concierge and wellness coordination
- Relocation and family integration services
- Elder care and family support arrangements