Services
Confidence in the Decisions That Shape Your Wealth
Felan Family Office
Managing substantial wealth invites both opportunity and complexity.
At Felan Family Office, our role is to bring clarity, structure and confidence to every decision you face. We provide thoughtful perspective and pragmatic solutions across wealth strategy, estate planning, family governance and lifestyle coordination, always with your goals at the centre.
Each family requires a framework that recognises its individuality. Felan Family Office takes a panoramic view of your financial landscape, understanding your current position, near-term priorities and long-term aspirations. This 360° analysis allows us to build structures that align every aspect of family life, from investment policy and cash flow management to personal interests and philanthropic initiatives.
Wealth Architecture
Comprehensive frameworks to orchestrate your financial landscape.
Managing intergenerational wealth requires accuracy, insight and coordination. Felan Family Office engages with advisors, trustees and global institutions to create a unified structure that supports both strategic goals and everyday demands. With integrated oversight across investments, liquidity and governance, we ensure that your financial architecture is both robust and adaptable to evolving circumstances.
A few of our most valued contributions:
Structuring complex portfolios and ownership frameworks
Integrating multi-jurisdictional financial planning
Coordinating with external tax and legal specialists
Designing governance models that enhance family decision‑making
Capital Direction
Disciplined investment management for performance with purpose.
Felan Family Office’s investment approach balances opportunity and preservation, combining global research, risk assessment and multi‑asset diversification. We blend traditional and private market access with a focus on transparency, capital efficiency and long‑term value generation.
A few of our most valued contributions:
Managing equity, fixed income and private market allocations
Evaluating direct and co‑investment opportunities
Managing currency and liquidity exposures globally
Monitoring performance through consolidated reporting
Legacy Continuity
Enduring frameworks for values, wealth and governance.
We help families translate wealth into legacy. From succession planning to governance design, education and philanthropy, the Felan Family Office process ensures that values move seamlessly with assets across generations. Longevity is secured not by chance but through thoughtful structure.
A few of our most valued contributions:
Drafting family constitutions and governance protocols
Organising succession and leadership transition plans
Structuring philanthropic and foundation initiatives
Educating next‑generation family members
Due Diligence and Compliance
Rigorous oversight to protect every decision.
We apply multi‑layered diligence across all engagements, investment opportunities and counterparties. Felan Family Office compliance discipline aligns with international standards and regulatory frameworks. Each analysis is backed by meticulous documentation and third‑party verification where appropriate.
A few of our most valued contributions:
Conducting pre‑investment risk and compliance reviews
Managing third‑party counterparty evaluations
Developing internal compliance frameworks
Coordinating cross‑border regulatory reporting
Lifestyle and Concierge Support
A seamless approach to managing the details that define your life.
Felan Family Office provides hands‑on management of lifestyle and operational needs, coordinating household staff, travel, asset logistics and global mobility. We offer calm precision behind the scenes allowing families to simply focus on living well.
A few of our most valued contributions:
Coordinating relocation logistics and international travel
Overseeing art, property and yacht management
Supporting private aviation and event operations
Managing administrative and legal documentation efficiently
Succession and Estate Planning
Designing for continuity, clarity and familial peace of mind.
Our estate planning integrates legal, fiscal and personal considerations to protect family capital and stability. Felan Family Office collaborates with global legal advisers to implement trust structures and estate vehicles designed to endure across borders and generations.
A few of our most valued contributions:
Establishing estate structures and asset protection vehicles
Coordinating with trustees and law firms on execution plans
Integrating succession strategies into broader portfolios
Ensuring alignment between family vision and legal documentation