BUSINESS CONCIERGE · SUCCESSION & FAMILY
What you have built, handed on well.
Wills, estates, family charters and family office structures across several countries, coordinated discreetly with the specialist lawyers, notaries and advisers each family needs.
THE APPROACH
Families with homes, companies and accounts in several countries often have several advisers who have never spoken to one another. Wills that conflict between jurisdictions, documents held in different places, and a next generation that has never been told how things work are common, and avoidable.
We coordinate the people and the paperwork. With your consent, we bring together the lawyers, notaries, tax advisers and private bankers involved, organise meetings and family gatherings, keep a secure record of who holds what, and make sure decisions turn into signed documents.
WHAT WE COORDINATE
In detail.
Delivered by licensed specialists; coordinated by one point of contact.
- Cross-border wills
- Introductions to specialist private client lawyers in each relevant country, and coordination so that wills and forced-heirship rules are considered together.
- Estates & probate
- Practical coordination for executors and families after a death: documents, notaries, property, accounts and the many small tasks around them, handled with care.
- Family governance
- Family charters, councils and meetings, facilitated by specialist advisers, with the venue, travel and hospitality for the family arranged by us.
- Family office set-up
- Coordination of the steps to establish a single-family office: advisers, location, premises, staff search and service providers.
- Next generation
- Introductions to education programmes, mentors and internships, and help for young family members setting up in a new city.
- Philanthropy
- Introductions to advisers on foundations and giving, and coordination of visits, events and grant ceremonies.
What matters, written down well.
ATLAS MAISON · Business concierge
HOW IT WORKS
Four clear steps.
- 1
Confidential conversation
Under a confidentiality agreement if you wish.
- 2
Map
Who holds what, where, and who advises on it.
- 3
Coordinate
Specialists brought together, meetings arranged, documents tracked.
- 4
Continuity
Regular reviews as the family and its assets change.
REGULATED ADVICE, FROM REGULATED PEOPLE
ATLAS MAISON is not a law firm, immigration adviser, estate agent, bank or tax adviser. We coordinate the process and introduce licensed professionals, who advise you directly under their own terms. Rules and thresholds change; always confirm current requirements with the relevant authority or adviser.
Succession & family governance: questions
Do you act as lawyers or trustees?
No. Legal, tax and trustee services are provided by licensed specialists. We coordinate them and the practical arrangements around them.
Can you help set up a family office?
We coordinate the practical steps, from adviser introductions and location to premises, staff search and service providers. Structuring advice comes from your lawyers and tax advisers.
How do you keep family matters confidential?
We sign confidentiality agreements, share information on a strict need-to-know basis and agree secure methods for documents.
Can you organise family meetings or retreats?
Yes: the venue, travel, security coordination and hospitality, so that facilitators and advisers can focus on the conversation.
BUSINESS CONCIERGE
Related mandates.
BUSINESS CONCIERGE
Begin with a confidential consultation.
Tell us what you are planning. We reply within two hours, 08:00–22:00 UK time, and sign a confidentiality agreement on request.