Family governance
Discuss the family's priorities, responsibilities, and how shared decisions will be made.
Long-term coordination
One coordinated view of the family’s global plan.
Bring your family’s priorities, countries, assets and existing advisers into one discussion. Identify what needs coordinating, who will be responsible and which questions require separate specialist advice.
Questions to consider
Succession planning
Consider how ownership and responsibilities may pass between generations.
Multi-country coordination
Outline the assets, ownership arrangements, and countries that existing advisers need to consider together.
Expert matching
Identify which questions need specialist advice and which advisers already support the family.
The people behind Mundo
Know the expertise behind your conversation
Explore the professionals across the Mundo network, including their areas of practice and the languages in which they work. Their profiles offer a considered starting point for identifying relevant expertise.
Manuel Barrachina
Wealth Manager and Investment Advisor
Wealth planning and investment context for international decisions
Languages: English · Spanish · Russian
View profile
Telbert Glasgow
International Associate
Corporate and wealth planning with Caribbean coordination
Languages: English · Spanish
View profileNext step
Prepare for a family office discussion
Outline the decisions your family needs to make, the countries involved, and which advisers already support you.
Relevant reports and publications
Insights LibraryRecent research on this topic
Related publications from the past two years. Confirm requirements, costs and availability with a specialist; earlier articles remain in the dated archive.
Family Office What Is it and What’s its story?: From Rockefeller To The Present
Discover what is a family office in finance, how it evolved, and the benefits of family office solutions for long-term wealth management.
Read the article
Benefits of Private Investment Structures: Safe Asset Management Through Exclusive Financial Services
Learn what is a family office, how it ensures safe asset management, and why you won’t need to open a brokerage account online yourself.
Read the articleFrom research to execution
Search this topicRelated services and resources
Specialists and teams for the next step
OurTeamSpecialist directoryExplore the Mundo specialist directory to find expertise relevant to your question.
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Go PortalEvents, offers and reportsCampaigns, event pages, reports, and timely opportunities from the Mundo ecosystem.
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Mundo LawLegal services in PanamaLegal review and execution for Panama matters, including residency, company, banking, property, and private client work.
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