ASSET & WEALTH · PRIVATE & INSTITUTIONAL CAPITAL
Single-Family Office
Framework
The questions a family postpones at formation are the ones that cost the most to answer later, so succession and governance are settled before the first allocation is made. We build the office around those decisions — holding and governance structure, investment policy and mandate oversight, consolidated reporting, administration and entity services, and next-generation arrangements.
THE SPECIFICATION
Architecture & Audience
A single-family office exists to hold capital across generations, which makes governance the primary product and investment the secondary one. The structures that fail are not the ones that chose badly; they are the ones that never wrote down who decides, how a member exits, and what happens when the principal who built it is no longer there to arbitrate.
Principals whose capital has outgrown personal administration; families formalizing informal arrangements before a succession event; and second-generation members professionalizing an inherited structure.
What We Deliver
A complete architecture, designed, launched, and managed
We design the legal structure and domicile for the family office entity, taking into account family jurisdiction, asset location, and long-term succession objectives. The structure holds across generations.
We assist the family in drafting the governance documents that govern decision-making, asset stewardship, and membership rights across generations. Governance prevents the disputes that capital cannot survive.
We build the investment policy that defines the mandate, asset allocation parameters, and manager selection criteria for the office. The policy is reviewed by the family and survives a generational transition.
We deploy the reporting infrastructure that aggregates positions, performance, and cash across all custodians and asset classes into a single family view. The principal sees everything; the office operates with full data.
We establish the banking and custody relationships — accounts, credit facilities, and payment authorisations — appropriate for the family’s asset base and operating requirements. Treasury is managed, not left to default.
We implement the data governance and security framework required to hold family information at an institutional standard. Access controls, retention policies, and breach protocols are documented and enforced.
We structure the succession provisions that govern what happens to the office, its mandates, and its relationships when the founding principal is no longer involved. Continuity is designed before it is needed.
We design the staffing model and organisational structure of the family office — in-house functions, outsourced services, and the governance that connects them. The structure scales without requiring a rebuild.
We manage the consolidated reporting and reconciliation across the family’s full asset base on an ongoing basis. Reports are delivered to the principal in the format and at the frequency the family requires.
What We Deliver
A complete architecture, designed, launched, and managed
We design the legal structure and domicile for the family office entity, taking into account family jurisdiction, asset location, and long-term succession objectives. The structure holds across generations.
We assist the family in drafting the governance documents that govern decision-making, asset stewardship, and membership rights across generations. Governance prevents the disputes that capital cannot survive.
We build the investment policy that defines the mandate, asset allocation parameters, and manager selection criteria for the office. The policy is reviewed by the family and survives a generational transition.
We deploy the reporting infrastructure that aggregates positions, performance, and cash across all custodians and asset classes into a single family view. The principal sees everything; the office operates with full data.
We establish the banking and custody relationships — accounts, credit facilities, and payment authorisations — appropriate for the family’s asset base and operating requirements. Treasury is managed, not left to default.
We implement the data governance and security framework required to hold family information at an institutional standard. Access controls, retention policies, and breach protocols are documented and enforced.
We structure the succession provisions that govern what happens to the office, its mandates, and its relationships when the founding principal is no longer involved. Continuity is designed before it is needed.
We design the staffing model and organisational structure of the family office — in-house functions, outsourced services, and the governance that connects them. The structure scales without requiring a rebuild.
We manage the consolidated reporting and reconciliation across the family’s full asset base on an ongoing basis. Reports are delivered to the principal in the format and at the frequency the family requires.
Infrastructure Selection
X-CHASE holds no commercial interest in any provider, assessing them strictly on live performance, structural fit, and renewal terms. Providers are named exclusively under formal engagement, never on a public website.