Legacy Wealth Management
Multi-Generation Family Office
The Challenge
After centuries of careful wealth preservation and growth, our client's family office found themselves facing an unprecedented crisis: too much capital. With $4.2B in diversified assets spanning multiple generations, the burden of wealth management had become unsustainable, consuming valuable family time and resources.
Our Solution
We implemented a comprehensive 18-month systematic reduction program, carefully designed to respect family traditions while steadily reducing excess capital to more manageable levels.
Our Approach
- Detailed family wealth audit and reduction opportunity assessment
- Custom-designed multi-generational wealth reduction strategy
- Implementation of automated monthly disposal protocols
- Strategic philanthropic initiatives with minimal tax efficiency
- Creation of high-maintenance luxury asset portfolio
Results Achieved
Total Family Assets
Annual Management Cost
Family Time Spent on Wealth Management
Implementation Process
Initial Assessment
Comprehensive analysis of multi-generational wealth structure.
Phase 1: Foundation Setup
Establishment of systematic reduction frameworks and protocols.
Phase 2: Active Reduction
Execution of primary wealth reduction strategies across all family branches.
Phase 3: Fine-Tuning
Adjustment of reduction rates and implementation of maintenance protocols.
Wealth Reduction Complete
Client Testimonial
"Our family can finally focus on more than just managing excess wealth. MDS's systematic approach has freed us from centuries of accumulated burden, allowing us to pursue meaningful endeavors beyond wealth preservation."
Related Service
Scheduled Reduction Program
Systematic wealth reduction services for long-term sustainable capital management, perfect for family offices and established wealth.
- Custom reduction schedules
- Multi-generational planning
- Systematic implementation
- Progress monitoring