Family Office Design
Ownership, control, governance and succession, designed as one architecture in eight weeks.
Learn moreGlobal wealth structuring & advisory · Since 2008
Clear structures for complex family wealth.
Since 2008, Tagora Capital has helped founders, international families and family offices design their structures, strengthen their investment governance and see complex cross-border projects through to completion: independently, on fixed terms, with senior people only.
2008
Advising families and family offices since
7+ jurisdictions
Legal and structuring work coordinated across
EUR 70m
Contested asset recovered in full
EUR 1bn
Bank acquisition supported end to end
Does this sound familiar?
Does this sound familiar?
Most of our clients come to us with one of four problems.
01
Your wealth spans several countries, companies and banks, and no one sees the whole picture.
02
Succession is on the agenda, but the structure was never designed for the next generation.
03
Banks are restricting accounts, and it is unclear where your assets should sit and who taxes what.
04
Your office is lean, the banks set the agenda, and the reporting doesn't answer the family's questions.
How we help
Four areas, one purpose: a structure that works for the family.
Cross-Border Wealth Structuring
For families with several passports and residences: where assets should sit, and how to hold them.
Learn moreInvestment Governance
A well-run Investment Committee, clear reporting and well-managed banking relationships.
Learn moreComplex Projects
Re-domiciliations, acquisitions and disputes across jurisdictions, coordinated to one critical path.
Learn moreHow we work
A clear blueprint in eight weeks. Then we stay to see it through.
Weeks 1–2
1 Diagnose
Assets, entities, banks, family objectives and control needs.
Weeks 3–4
2 Design
Ownership structure, governance framework and a map of advisers.
Weeks 5–6
3 Stress-test
Tax, legal, regulatory and operational review with specialists.
Weeks 7–8
4 Blueprint
Final structure, roadmap, budget and next steps.
Implementation. We stay on to coordinate account opening, instruct and chase service providers, and keep every workstream on the critical path, for as long as you need us. Every engagement has a fixed fee, agreed before we start.
Selected engagements
Outcomes, not reports.
Cross-Border
USD 3m
Diversifying across borders
A multi-flag family's capital placed in a compliant, tax-efficient institutional structure.
Read the engagementComplex Projects
EUR 70m
A contested asset, fully recovered
A two-year, multi-jurisdiction campaign, against initial odds of under 10%.
Read the engagementComplex Projects
EUR 1bn
Acquiring a European bank
End-to-end support for the acquisition of a mid-sized European bank, including regulatory approvals.
Read the engagementWhy Tagora
On your side of the table.
We sell no financial products and are not tied to any bank. Our only client is the family, and our only measure is whether the structure works.
Senior people only
Principals who have built and run investment businesses, teams and a family office investment group lead every engagement.
Institutional discipline, without the overhead
A lean core plus first-rate external specialists, not permanent headcount.
Across borders by default
UK, continental Europe, Switzerland, the United States, the Gulf and the principal offshore centres.
One plan, one coordinator
We align every workstream into a single execution plan, and keep it moving.
Need ongoing investment management? Our sister firm, FortRoss Capital Management, is a U.S.-registered investment adviser serving international clients since 2003. Visit FortRoss ↗
A private conversation
Start with a private conversation.
Tell us, in confidence, what you are trying to solve. A principal will reply within one business day.