WE UNDERSTAND THE CHALLENGES THAT COME WITH THE ACCUMULATION OF WEALTH IN A FAMILY

From family trust, business succession plans and business issues, to investments, complex tax structure, local and international regulations. These obstacles, if not planned and reviewed well can lead to business decisions and company arrangements that can negatively impact your family’s wealth.

With Index-Asia’s family advisory, we will guide you through your family’s business and wealth management related challenges. As your partner in managing your wealth, our goal is to ensure your wealth is protected and preserved for future generations.

Index-Asia offers the following comprehensive platform to manage your family’s investments and grow your wealth.

Keys for a Good FInancial Life - Index-Asia

(i) Full Family Office services where Index-Asia acts as the family’s personal CFO

(ii) Lite Family Office where Index-Asia acts as a platform to support existing family offices or family initiatives by providing access to selected best-in-class wealth structuring and management solutions, onshore and offshore

Our services and solutions are built around understanding what’s best for our family of clients and integrating our values of trust and integry into our work.

Financial Security by Financial Planning - Index-Asia

Investment Advisory:

As an independent Multi Family Office, we effectively structure and manage the financial assets of successful families, in full alignment of interest with our clients. We act as a “Private Investment Office” for the family, charged to protect and grow the family’s investments for both current and subsequent generations.

We operate in complete transparency and independently from the institutions (banks, fund managers or otherwise), types of investment recommended (direct holdings, funds, structures), length of investment, etc.

 

Financial Planning and Strategy - Index-Asia

We cover all major asset classes, sectors and geographies; we provide guidance to the family on the strategic and tactical asset allocation strategies which best meet their risk tolerance and return objectives, as well as which investment managers to use (also looking at diversifying the ‘execution risks’).

We help design and manage the family’s optimal financial portfolio, either directly executing transactions across custodians and investment managers with the appropriate Power of Attorney or providing support inputs, analyses and recommendations for the families to execute themselves.

Key value-adds include the aggregation of data from various custodians and managers so as to have a complete picture of exposures, the pro-active risk management of positions, and the constant optimization of the costs charged by the various intermediaries such as banks and fund managers.

Dealing with Funds - Index-Asia


Key value-adds include the aggregation of data from various custodians and managers so as to have a complete picture of exposures, the pro-active risk management of positions, and the constant optimization of the costs charged by the various intermediaries such as banks and fund managers.

Marc-Oliver-Francq - Index-Asia
Marc-Olivier Francq
Partner, Family office
Marc-Oliver-Francq - Index-Asia
Marc-Olivier Francq
Partner, Family office

Partner

Marc-Olivier is a French & Swiss national (& Singapore Permanent Resident) with over 25-year experience in Private Banking/ Wealth Management, and Strategy Consulting/ Business Advisory, principally in Asia. Prior to his current role of senior advisor to high net-worth individuals and families in South East Asia (Singapore, Malaysia, Philippines, Thailand…), with a focus on private banking and family office services, he has held several business development and product management positions in leading banks such as Standard Chartered, Deutsche Bank, Development Bank of Singapore, Temasek-owned Alliance Bank or Swiss boutique private bank Union Bancaire Privee, where he always contributed to the significant increase of wealth management revenues and the set-up of key product and distribution strategic partnerships. Marc-Olivier also worked as a management consultant for leading financial services strategy firm Oliver Wyman focusing on wealth strategy, distribution and partnership projects for leading banks and insurance companies in Europe and Asia, including UBS, Societe Generale, Samsung Life, and many more top tier institutions. Marc-Olivier has worked in various senior management positions including as an EXCO member / direct CEO report both onshore and offshore. He holds a Master in Banking and Finance from l’Institut Superieur de Commerce de Paris, one of France’s top business schools. He is a Certified Financial Planner since 2010.