Question 1

What is Family Partners?

Accepted Answer

Family Partners is an independent multi family office founded in 2009, based in Belgium (Hoeilaart) and Luxembourg (Sprinkange). We support entrepreneurs, shareholders and families in the supervision, structuring and optimisation of their assets. Our role is similar to that of a family CFO: we do not sell any financial products and exclusively serve the interests of our clients with independence, transparency and confidentiality.

Question 2

What is a multi family office (MFO)?

Accepted Answer

A multi family office (MFO) is an entity specialising in the monitoring and coordination of the financial and wealth affairs of several families. Unlike a single family office dedicated to one family, the MFO pools expertise and resources to offer financial advisory, estate planning, investment monitoring, tax optimisation and administrative supervision services to several families, while preserving the confidentiality of each. This pooling allows access to economies of scale and diversified expertise.

Question 3

How does Family Partners differ from a private bank or traditional wealth manager?

Accepted Answer

Unlike a private bank that proposes and sells its own financial products, Family Partners acts as an independent family CFO. We do not market any products, so our advice is free from all conflicts of interest. Our distinctive strengths: a consolidated view of the entire estate (across all banks and asset classes), a holistic approach integrating financial, legal, tax and family aspects, and tailored support with a network of specialised experts.

Question 4

Is Family Partners independent from banks and financial institutions?

Accepted Answer

Yes, completely. Independence is one of our six core values. Family Partners is not affiliated with any bank, insurance company or asset management firm. This independence guarantees objective advice, exclusively guided by the client's interests. We receive no remuneration or retrocession from financial institutions, ensuring absolute neutrality in our recommendations.

Question 5

What are Family Partners' values?

Accepted Answer

Family Partners is built on six core values: Independence (no ties to financial institutions), Transparency (clear communication on fees and recommendations), Confidentiality (absolute discretion on family affairs), Availability (responsiveness and permanent accessibility of the team), Endurance (long-term support, beyond market cycles) and Excellence (high standards in analysis and advice).

Question 6

Who are Family Partners' services intended for?

Accepted Answer

Our services are intended for entrepreneurs, shareholders, heirs and families who wish to professionalise the management of their assets. Whether you are an entrepreneur who has sold your business, a family with diversified assets (real estate, financial, private equity), or heirs preparing an intergenerational transfer, Family Partners supports you with a tailor-made approach.

Question 7

How long has Family Partners been in existence?

Accepted Answer

Family Partners was founded in 2009. For over 17 years, our multi family office has been supporting its clients with passion and integrity in the supervision of their assets. This longevity demonstrates the strength of the trust relationship established with client families.

Question 8

What is Family Partners' three-step methodology?

Accepted Answer

Our methodology is based on three complementary steps that form a virtuous circle of continuous optimisation. First, the Audit: photograph and understand the existing wealth situation. Second, Reporting: monitor and track developments via a consolidated dashboard and secure digital platform. Third, Advisory: transform analyses into concrete actions and optimise the estate with tailored solutions.

Question 9

What does the wealth audit at Family Partners involve?

Accepted Answer

The wealth audit is the cornerstone of our approach. It consists of a comprehensive 360° assessment of the entire wealth situation: investment portfolios, real estate, life insurance, company shareholdings, private equity, works of art, collections and other tangible or intangible assets. Our team examines the intrinsic value of assets, their legal structure, their tax exposure and their alignment with long-term objectives.

Question 10

How does Family Partners' wealth reporting work?

Accepted Answer

Wealth reporting is a permanent and personalised monitoring system that consolidates all assets, regardless of their location or nature. It operates via a secure digital platform (cockpit/dashboard type) offering real-time access to an up-to-date view of the overall wealth situation. This reporting goes beyond traditional bank statements: it offers tracking of wealth evolution, verification of decision consistency and proactive alert detection.

Question 11

What does Family Partners' strategic advisory include?

Accepted Answer

Strategic advisory transforms audit analyses and reporting data into concrete actions. It includes four components: Strategic Planning (defining wealth objectives and establishing a Strategic Asset Allocation), Tax and Legal Optimisation (structuring to minimise the tax burden within an impeccable legal framework), Transmission Preparation (preserving family harmony and asset value), and Ongoing Support (regular adjustment based on evolving circumstances).

Question 12

What is the Strategic Asset Allocation (SAA) offered by Family Partners?

Accepted Answer

The Strategic Asset Allocation (SAA) is a pillar of strategic advisory. It involves defining an optimal asset distribution across different classes — equities, bonds, real estate, private equity, cash — aligned with the family's short, medium and long-term wealth objectives. This allocation is tailored and regularly reassessed to adapt to changes in the family situation, markets and the economic environment.

Question 13

What services does Family Partners offer?

Accepted Answer

Family Partners offers comprehensive support structured around three pillars: Administrative Support (daily monitoring of administrative tasks related to assets), Analytical Monitoring (thorough and regular analysis of financial investment, private equity and real estate performance), and Reflection and Transmission (long-term wealth engineering support). Our partner network covers investment strategy, sustainable investment (ESG), tax optimisation, estate planning, company acquisitions and disposals, real estate, philanthropy and private equity.

Question 14

Does Family Partners offer estate planning services?

Accepted Answer

Yes, estate planning and intergenerational transfer preparation are at the heart of our services. This includes methodical organisation of wealth transfer to preserve family harmony and asset value, tax optimisation of the transfer, establishing family governance, and support in strategic decisions. We work with notaries, tax lawyers and specialised experts.

Question 15

What types of assets are covered by the wealth audit?

Accepted Answer

The wealth audit covers all assets without exception: financial investment portfolios (equities, bonds, funds), real estate, life insurance, cash and treasury, company shareholdings and private equity, works of art and collections, and any other tangible or intangible asset.

Question 16

Does Family Partners offer tax optimisation services?

Accepted Answer

Yes, tax and legal optimisation is an integral part of strategic advisory. The objective is to structure the estate to minimise the tax burden while securing assets within an impeccable legal framework. Family Partners relies on a network of specialised tax lawyers to propose solutions that comply with Belgian, Luxembourg and European regulations.

Question 17

Does Family Partners help entrepreneurs after selling their business?

Accepted Answer

Yes, we frequently support entrepreneurs after selling their company. The transition from concentrated entrepreneurial wealth to diversified wealth requires specific expertise: defining a new strategic allocation (SAA), optimal legal and tax structuring of the sale proceeds, setting up consolidated reporting to manage new investments, and preparing the transfer to the next generations.

Question 18

Does Family Partners offer philanthropy support?

Accepted Answer

Yes, philanthropic strategy is part of our comprehensive support. We help families structure their philanthropic initiatives, set up foundations and coordinate their donations effectively and in line with their family values. Philanthropy advisors are part of our network of specialised experts.

Question 19

Is Family Partners affiliated with a professional association?

Accepted Answer

Yes. Family Partners is a co-founder of the Belgian Family Office Association (BFOA), the first Belgian association dedicated to promoting and recognising the Family Office profession. As a co-founder, we adhere to a demanding charter of values based on commitment, confidentiality, expertise and probity. This involvement reflects our commitment to upholding the highest professional standards for our clients.

Question 20

Where are Family Partners' offices located?

Accepted Answer

Family Partners has two offices. In Belgium: Ildefonse Vandammestraat 7, bât A, B-1560 Hoeilaart, reachable at +32 486 37 31 39. In Luxembourg: 17, Op de Geieren, LU-4970 Sprinkange, reachable at +352 28 85 03 1. Our team also travels to clients for wealth meetings — we come to you anywhere in Belgium and Luxembourg.

Question 21

How to contact Family Partners?

Accepted Answer

You can contact Family Partners in several ways: by phone at +32 486 37 31 39 (Belgium) or +352 28 85 03 1 (Luxembourg), by email at info@familypartners.eu, or via the contact form on our website. We are at your disposal for an initial confidential and non-binding meeting.

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