Servicing family offices

Planning for the eternity

 

Since 2018, Origo Consulting has provided comprehensive family office services to clients in Luxembourg and beyond. We specialise in supporting families who have not established an independent family office or prefer to outsource specific functions.

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Our team brings decades of investment experience, including treasury management, private banking, securities analysis, risk management modelling, and fund industry leadership. We have also established and sold asset management companies. Staying ahead of financial sector regulation, we ensure our advice aligns with the latest legislation to safeguard investor interests.

We excel at identifying hidden risks, uncovering concealed costs, and highlighting financial opportunities and rights within the financial sector. Our unique strength lies in combining a deep understanding of the financial industry with experience serving affluent families with cross-border needs.

Our promise

We prioritise our clients’ interests, avoiding conflicts of interest by maintaining independence from banks and investment product providers. We only receive payment for our services, with no commissions or incentives from financial institutions.

We believe all business partners should be compensated fairly, based on the value they provide and the expertise and risk they contribute—no more, no less. Our payment structure is a fixed monthly fee determined by the complexity of our services, not the size of your assets, financial transactions, or returns achieved.

Origo Consulting can help with the following related to the investment portfolio of a family office:

Balance Sheet Optimisation

We analyse assets and liabilities to recommend strategies such as leveraging or managing liquidity and interest rate sensitivity.

Financial Asset Guidance

We advise on asset composition based on market and economic conditions, leveraging our proprietary portfolio risk management model.

Macro Insights

With over 50 years of collective experience, we integrate geopolitical, macroeconomic and climate risk factors into every decision.

Bank Relationships

We manage interactions with banks and financial providers, negotiating terms and addressing discrepancies.

Analysis of other service providers

We assess portfolio managers, banks, insurance companies, and other providers to recommend the best options.

Succession planning

Sometimes it is practical to wrap financial assets into a legal structure. Luxembourg offers a wealth of different structures and company forms. These are matched to meet the needs of investors across Europe – and in several other jurisdictions.

Learn more about investment funds