The whole of a family's
capital, held as one.
Most families accumulate advisers faster than they accumulate structure — a banker here, a trustee there, an accountant who sees one entity and not the others. The family office is the layer that sees all of it at once, coordinates the people you already trust, and prepares the next generation to hold responsibility for capital they did not create.
Coordination, not replacement.
Governance
A written constitution for how decisions get made — so that capital outlives the personalities that built it.
- Family charter, investment policy statement and decision rights, documented and reviewed
- Discretionary trust and family investment company structures reviewed for efficiency and intent
- Coordination with your existing trustees, protectors and counsel — never displacing them
Succession
We spend disproportionate time here: preparing heirs to steward, not merely to inherit.
- Letters of wishes refreshed as beneficiaries mature
- Generation-skipping structures reviewed alongside your tax counsel
- A structured education path for the next generation, at their pace
Consolidated Reporting
Every entity, currency and adviser rolled into one statement — the family's true balance sheet, refreshed daily.
- A single dashboard across banking, investments and external holdings
- Look-through reporting on trusts, companies and partnerships
- Exportable in the format your accountant already uses
Capital that should outlive the people who built it deserves an architecture that will.
Mapped once. Coordinated always.
Map
Every entity, adviser and holding documented into one picture — the first time many families see it whole.
Govern
Decision rights and an investment policy agreed and written down, so nothing depends on a single memory.
Report
One consolidated statement stood up across banking, investments and external structures.
Prepare
A succession and education plan set in motion for the next generation, reviewed as they grow into it.
Family office servicing, answered plainly.
What does a family office actually do?
A family office coordinates everything that sits around a family's capital rather than just the capital itself: consolidated reporting across entities and jurisdictions, governance and decision rights, succession and next-generation planning, and the day-to-day administration of trusts, companies and property. The work is largely organisational — making a complex balance sheet legible and governable.
What is the difference between a single and a multi-family office?
A single family office is a private company staffed to serve one family exclusively, which gives total control at meaningful fixed cost. A multi-family office spreads that infrastructure across several families, trading some bespoke control for shared expertise and lower overhead. Fortera Nova's servicing model is designed to give families the reporting and governance layer of an office without requiring them to build and staff one.
At what point does a family need a family office?
Less a threshold than a symptom. The usual trigger is structural: capital spread across several entities and jurisdictions, more than one generation with a claim on decisions, advisers who do not speak to each other, and no single consolidated view of what the family actually owns. When answering a simple question takes three phone calls, the coordination problem has outgrown its current arrangement.
How is succession planning handled?
As governance rather than paperwork. The work is mapping who decides what, under which instrument, and what happens when circumstances change — then documenting it so the next generation inherits a working structure rather than a set of unanswered questions. It is designed to be carried out alongside the family's own legal and tax advisers.
One office. Every generation.
We work alongside the advisers you already trust — and take responsibility for the picture none of them see alone.
Speak With Us