Service

Family Offices

Build the structure once. Build it for the next generation.

Who for: High-net-worth and ultra-high-net-worth individuals, founders post-exit, multi-generational families, and existing family offices reorganising or expanding cross-border.

Start your assessment How it works

What is broken now

You have wealth that took decades to build. You have a family that did not. You have read about Singapore SFOs, DIFC family offices, Cayman PTCs, Swiss-LBA structures - every adviser sells their own jurisdiction first. Nobody has looked at the whole picture: the family, the residencies, the operating assets, the philanthropy, the next generation. The result is friction, duplicate fees, and a structure that the family does not actually understand.

What life looks like after

A family office structure that fits your family - not a template. The right jurisdiction for the right vehicle. The right banks for the right currencies. The right licensed advisers in each centre. Governance that the next generation can actually run. A single case manager who knows where every piece sits and who to call.

Why Bordercase

Bordercase coordinates the whole picture: structure, jurisdiction, banking, and the licensed partners who deliver advice in each centre. We work with regulated fiduciaries, tax counsel, and private banks - not in competition with them. The family gets one coordinated case, not nine parallel conversations.

People who chose this

Cases that look like yours.

Founder post-exit

$50M+ exit proceeds, two children, considering Switzerland or Singapore as the base

→ Coordinated SFO architecture with primary structure in the right centre and a defensible tax-residence plan.

Multi-generational family

Existing structure split across three jurisdictions with overlapping advisers

→ Consolidated family office structure with clear governance and a single case-management point.

Family relocating with operating business

Family moving cross-border while keeping operating company in original country

→ Holding/family-office layer that separates operating risk from family wealth and supports the move.

How it works

What we coordinate.

A family office is a long-term operating system for a family's wealth, succession, and reputation. Bordercase coordinates the cross-border architecture - jurisdictions, vehicles, banking, and partner advisers - so the structure that gets built actually fits the family. We are not the lawyer, the tax adviser, or the licensed fiduciary. We are the case manager who keeps them aligned.

What is included

Family-office structure scoping, jurisdiction selection, vehicle coordination (trusts, foundations, private trust companies, holding companies), partner introductions to regulated fiduciaries / tax counsel / private banks, banking relationship coordination, governance and reporting cadence design, and ongoing case-management.

What is not included

Direct legal, tax, fiduciary, or investment advice. These are delivered by the regulated professionals we coordinate.

What we need from you

Family composition, current wealth structure, primary jurisdictions, tax residencies, succession objectives, governance preferences, confidentiality requirements, and existing adviser relationships.

Licensed partners

All regulated advice (legal, tax, fiduciary, investment) is delivered by licensed professionals we coordinate.

Discreet

Confidentiality and information separation are baked into the case-management workflow.

Cross-border first

Built for families whose lives, assets, and businesses cross borders - not a single-jurisdiction default.

Where we coordinate this

Jurisdictions covered

FAQ

Is Bordercase the family office?: No. We coordinate the structure with regulated fiduciary partners. The family office itself can be in-house, with a multi-family office, or with a private bank - whichever fits.
Do you provide investment advice?: No. Investment management is delivered by regulated advisers and banks. We coordinate the relationships.
Single-family or multi-family office?: Both. Many families start with a multi-family office relationship and graduate to an SFO; we coordinate either path.
How is pricing calculated?: After a structured assessment. We do not publish pricing publicly because family-office cases vary materially in scope.

Your next step

Start your assessment

Pricing is calculated after we review your case. Cases are reviewed in the order received - start now and you stay early in the queue.

Start assessment