Property Family Office
Property Family Offices require tailored financial solutions that go beyond conventional asset management. At Financial Keepers, we offer specialized fiduciary services designed to address the unique challenges of managing extensive property portfolios, legacy preservation, and long-term wealth growth.
Our expertise in estate planning, tax strategies, and investment diversification helps family offices navigate complex financial landscapes while ensuring stability and sustainability across generations.
WHAT WE OFFER
An approach tailored to your business and your needs
Our results-driven approach has effectively addressed numerous challenges in your sector, allowing you to focus on your core business with a transparent, high-performance service tailored to your specific needs.
HOW WE MAKE IT POSSIBLE ?
- Comprehensive Asset Management
- Customized Tax Strategies
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- Financial Reporting and Analytics
- Risk Management and Compliance
- Bringing a unique, human and local approach
- Enhancing performance through technology and innovation
Comprehensive Asset Management
Managing extensive property portfolios requires a deep understanding of both real estate and financial strategy. Financial Keepers offers comprehensive asset management services that help Property Family Offices maximize the value of their assets while minimizing risk. We provide ongoing support in tracking, evaluating, and optimizing asset performance to ensure long-term growth.
Property Portfolio Oversight
We offer tailored oversight of your property portfolio, ensuring all assets are performing optimally. Our services include detailed analysis of property values, rental income, and market conditions to help you make informed decisions about buying, selling, or holding properties.
Key Features:
- Property Performance Monitoring
- Rental Income Analysis
- Market Value Assessments
- Buy/Sell/Hold Recommendations
For further information : Corporate Advisory
Real Estate Investment Strategy
Our team works with you to develop and implement effective real estate investment strategies. Whether it’s acquiring new properties, diversifying your portfolio, or optimizing returns on existing investments, we provide guidance to ensure your strategy aligns with long-term goals.
Key Features:
- Investment Opportunity Identification
- Portfolio Diversification Strategies
- Risk Management and Mitigation
- Long-Term Value Optimization
For further information : Corporate Advisory
Asset Valuation and Reporting
Accurate asset valuation is critical for understanding the true worth of your portfolio. Financial Keepers offers precise and timely property valuation services, helping you maintain up-to-date financial records and make informed decisions. Our comprehensive reporting gives you clear insights into the performance of your assets.
Key Features:
- Accurate Property Valuation
- Comprehensive Asset Reports
- Market Trend Analysis
- Financial Statement Integration
For further information : Operational Excellence
Estate and Legacy Planning
Property Family Offices must consider not only current wealth but also legacy preservation. We provide expert estate planning services to ensure your assets are structured and protected for future generations, including strategies for inheritance, trust creation, and tax efficiency.
Key Features:
- Estate Structuring and Planning
- Trust and Inheritance Solutions
- Tax Optimization for Legacy Preservation
- Multi-Generational Wealth Planning
For further information : Operational Excellence
Customized Tax Strategies
Property Family Offices face complex tax challenges, including real estate taxes, capital gains, and inheritance taxes. Financial Keepers provides specialized tax advisory services to help manage these intricacies efficiently. Our tax strategies are tailored to reduce liabilities while ensuring compliance with local and international regulations.
Real Estate Tax Optimization
We help Property Family Offices navigate the complexities of real estate taxation, ensuring compliance while minimizing tax liabilities. Our experts evaluate your portfolio to develop tax-efficient strategies for property sales, acquisitions, and holdings.
Key Features:
- Real Estate Tax Compliance
- Capital Gains Tax Strategies
- Property Sale/Acquisition Tax Planning
- Ongoing Tax Advisory
For further information : Tax & Legal Advisory
Inheritance and Gift Tax Planning
Ensuring that family wealth is preserved for future generations requires effective inheritance and gift tax planning. Financial Keepers works closely with you to develop strategies that minimize tax burdens on asset transfers, ensuring smooth transitions.
Key Features:
- Inheritance Tax Reduction Strategies
- Gift Tax Advisory
- Trust and Estate Tax Compliance
- Tax-Efficient Asset Transfers
For further information : Tax & Legal Advisory
Cross-Border Tax Compliance
For families with properties in multiple jurisdictions, cross-border tax compliance is essential. We offer expertise in managing international tax obligations, ensuring that your family office complies with tax regulations in every region where you hold assets.
Key Features:
- International Tax Compliance
- Cross-Border Tax Planning
- Dual Taxation Mitigation
- Global Tax Reporting
For further information : Tax & Legal Advisory
Tax Reporting and Documentation
We assist with the preparation and submission of all required tax documentation, ensuring that your family office remains compliant with national and international tax laws. Our team provides detailed reports, helping you stay informed about your tax liabilities and opportunities for savings.
Key Features:
- Comprehensive Tax Reporting
- Document Preparation and Filing
- Ongoing Tax Review
- Audit Support and Representation
For further information : Tax & Legal Advisory
Financial Reporting and Analytics
Property Family Offices require detailed financial insights to manage their assets effectively. Financial Keepers provides comprehensive financial reporting and analytics services to ensure you have a clear understanding of your financial health and asset performance. Our reports are designed to support strategic decision-making and long-term financial planning.
Customized Financial Dashboards
Provide outsourcing services for payroll, payments, and interactions with various organizations. By outsourcing your HR tasks to us, you can ensure that all employee-related processes are managed smoothly and professionally. This includes payroll processing, benefits administration, and maintaining compliance with labor laws. Our team of HR experts is dedicated to providing reliable and accurate HR services, minimizing errors and improving employee satisfaction.
Key Features:
- Comprehensive payroll processing
- Benefits administration and management
- Compliance with labor laws and regulations
- Management of employee records and documentation
- Handling of employee inquiries and support
For further information : Payroll Administration
Consolidated Financial Reporting
Provide access to a team of experts who can offer guidance and support on personnel administration and accounting. Our professionals are well-versed in the latest industry practices and regulations, ensuring that you receive the best possible advice and support. Whether you need help with complex tax issues or employee relations, our team is here to assist you.
Key Features:
- Access to experienced HR and accounting professionals
- Ongoing support and guidance on administrative tasks
- Expertise in handling complex regulatory and compliance issues
- Personalized advice tailored to your business needs
For further information : Payroll Administration
Cash Flow and Liquidity Management
Offer complete business management from A to Z, including mail management, invoice payments, tax declarations, and more. Our services cover every aspect of personnel administration and accounting, ensuring that all your administrative tasks are handled efficiently and accurately. This allows you to focus on your core business activities without being bogged down by administrative burdens.
Key Features:
- End-to-end business management services
- Efficient handling of mail and correspondence
- Timely payment of invoices
- Preparation and submission of tax declarations
- Management of compliance and regulatory requirements
For further information : Financial Keepers Platform
Profitability and Cost Analysis
Utilize technological solutions to automate administrative and accounting tasks, such as Adequasys HRMS and RogerHr. Our advanced automation tools streamline your administrative processes, reducing the time and effort required to manage them manually. Automation ensures consistency, reduces errors, and frees up valuable time that you can invest in growing your business.
Key Features:
- Automated payroll and accounting systems
- Integration with market management tools
- Real-time updates and data synchronization
- Customizable automation workflows
- Error removal and increased efficiency
For further information : Operational Excellence
Risk Management and Compliance
Property Family Offices face unique risks related to property management, estate planning, and regulatory compliance. Financial Keepers offers comprehensive risk management services to help you navigate these challenges while ensuring that all legal and regulatory requirements are met. We work with you to develop strategies that mitigate risk and protect your family’s wealth.
Property Risk Assessment
We provide thorough risk assessments for your property portfolio, helping you identify and mitigate potential risks. Our team evaluates both physical and financial risks to ensure that your investments are protected.
Key Features:
- Physical and Financial Risk Evaluation
- Risk Mitigation Strategies
- Insurance Advisory
- Property Security Audits
For further information : Risk Management
Regulatory Compliance Management
Ensuring compliance with local and international regulations is essential for avoiding fines and legal challenges. Financial Keepers offers expert regulatory compliance services, helping you navigate the complex legal landscape and ensure that all your operations are fully compliant.
Key Features:
- Local and International Compliance Advisory
- Regulatory Risk Assessments
- Ongoing Compliance Monitoring
- Audit Support and Documentation
For further information : Financial Audits and Special Reports
Financial Risk Management
Financial risks, including market volatility and currency fluctuations, can significantly impact the value of your assets. Financial Keepers provides risk management services to help you protect your investments against financial uncertainties and market changes.
Key Features:
- Market Risk Analysis
- Currency Risk Management
- Financial Risk Mitigation Strategies
- Scenario Planning
For further information : Corporate Advisory
Insurance Advisory and Management
We provide expert advice on insurance policies that protect your family’s assets and investments. Financial Keepers helps you select the best insurance coverage to safeguard against risks, ensuring that your wealth remains protected in the event of unforeseen circumstances.
Key Features:
- Insurance Policy Review
- Coverage Optimization
- Claims Management Support
- Ongoing Insurance Advisory
For further information : Risk Management
Bringing a unique, human and local approach
At Financial Keepers, we prioritize a personalized, human-centric approach tailored to the specific needs of each client in Family Office and property sector. Our local presence ensures that we are always accessible and available to provide immediate support, fostering strong, long-term relationships built on trust and reliability. By understanding regional market dynamics and being deeply engaged with the community, we offer relevant insights and customized solutions that help local businesses thrive. Our dedicated support team, acting as a single point of contact, ensures consistent communication and a deep understanding of your business needs.
Personalized Service Tailored to Your Needs
At Financial Keepers, we prioritize understanding the unique needs of each client. Our team provides personalized services specifically designed to address the challenges faced by businesses in Family Office and property sector. By building strong, long-term relationships with our clients, we ensure that our solutions are aligned with your business goals and operational requirements.
Key Features:
- Customized solutions based on client-specific needs
- Deep understanding of Family Office and property industry
- Long-term client relationship management
- Alignment with business goals and requirements
For further information : About us
Proximity and Accessibility
We believe in maintaining close proximity to our clients. Our local presence ensures that we are always accessible and available to support you when needed. This approach allows us to respond quickly to your queries and provide on-site assistance, fostering a sense of trust and reliability. Being local means we understand the regional market dynamics and can offer insights and solutions that are relevant and effective.
Key Features:
- Local presence for immediate support
- Quick response to client queries
- On-site assistance as needed
- Understanding of regional market dynamics
For further information : About us
Dedicated Support Team
Our dedicated support team is committed to providing you with the highest level of service. We assign a single point of contact who will manage all your interactions with Financial Keepers. This ensures consistency in communication and a deep understanding of your business, allowing us to deliver customized solutions that meet your specific needs. Our support team is always ready to listen to your concerns and provide timely and effective solutions.
Key Features:
- Single point of contact for personalized service
- Consistent communication with clients
- Deep understanding of client business needs
- Timely and effective solutions
For further information : About us
Engagement and Understanding of the market
As a local firm, we are deeply engaged with the community and understand the unique challenges and opportunities within the local market. We leverage this understanding to provide services that not only meet but exceed your expectations. Our involvement in the community also means we are invested in your success and are committed to helping local businesses thrive.
Key Features:
- Deep community engagement
- Understanding of local market challenges and opportunities
- Services that exceed client expectations
- Commitment to local business success
For further information : About us
Enhancing performance through technology and innovation
Financial Keepers leverages cutting-edge technology and innovative solutions to enhance your business performance in Family Office and property sector. Our advanced tools, including real-time data analytics, automated financial reporting, and integrated inventory management systems, streamline your operations and improve efficiency. We are committed to continuous improvement, regularly updating our systems to incorporate the latest advancements and industry best practices. By providing deep insights through data-driven decision-making, we empower you to make strategic choices that boost profitability and maintain a competitive edge.
Cutting-Edge Technological Tools
Financial Keepers leverages the latest technological advancements to enhance your business performance in the Family Office and property sector. Our suite of cutting-edge tools includes advanced accounting software, real-time data analytics, and automated financial reporting systems. These tools provide you with accurate, timely information that is crucial for making informed business decisions. By integrating technology into your operations, we help streamline processes, reduce errors, and improve overall efficiency.
Key Features:
- Advanced accounting software
- Real-time data analytics
- Automated financial reporting systems
- Accurate and timely information
For further information : Operational Excellence
Innovative Solutions for Operational Efficiency
Our innovative solutions are designed to optimize your business operations. From automated payroll processing to integrated inventory management systems, we offer a range of tools that simplify complex tasks and save you valuable time. Our technology-driven approach ensures that you can focus on your core business activities while we handle the administrative and financial complexities.
Key Features:
- Automated payroll processing
- Integrated inventory management systems
- Simplification of complex tasks
- Time-saving tools
For further information : Operational Excellence
Continuous Improvement through Innovation
At Financial Keepers, we are committed to continuous improvement and innovation. We regularly update our systems and processes to incorporate the latest technological advancements and industry best practices. This proactive approach ensures that your business remains competitive and can adapt to changing market conditions. We also offer ongoing training and support to help you make the most of our innovative solutions.
Key Features:
- Regular system and process updates
- Incorporation of latest technological advancements
- Adherence to industry best practices
- Ongoing training and support
For further information : Operational Excellence
Data-Driven Decision Making
Our advanced data analytics capabilities provide you with deep insights into your business performance. By analyzing key metrics and trends, we help you identify opportunities for growth and areas for improvement. Our data-driven approach allows you to make strategic decisions that enhance profitability and drive business success. With Financial Keepers, you can be confident that you have the information and tools needed to stay ahead of the competition.
Key Features:
- Deep insights through data analytics
- Analysis of key metrics and trends
- Identification of growth opportunities
- Strategic decision-making support
For further information : Operational Excellence
Services
Accounting Outsourcing
Streamline Financial operations with our dedicated outsourcing services for efficient business management
Payroll Administration
Simplify HR complexities with our comprehensive payroll and administrative management
Tax & Legal Advisory
Get strategic, tailored tax and legal advisory services across various industries, ensuring compliance, optimization, and efficient tax structures
Business Administration
Benefit from business administration services designed to support every stage of your company’s life cycle
Corporate Advisory
Navigate your financial landscape with our expert corporate advisory and real-time strategic analysis
Human Ressources Outsourcing
Get comprehensive human resources outsourcing services tailored to meet the evolving needs of your company
Financing Advisory
Financing is crucial for the growth and success of your business. Be provided with tailored solutions that meet your specific needs
Operational Excellence
Optimize your internal processes through our specialized auditing and operational improvements
Financial Audits & Special Reports
Ensure financial integrity and compliance with our thorough financial and anti-money laundering audit services
Risk Management
Safeguard your business with our comprehensive risk management strategies, mitigating financial and operational risks