Family Office Services

At GCAM Limited, we provide family office services to clients with over $5 million in investable assets, even though we are not considered a traditional family office. We work with our clients to simplify and centralize the daily management of their finances, including assets held elsewhere. We have developed an extensive network of excellent legal partners, accounting firms and specialists in other areas that can be called upon to serve the needs of our globally based clientele.

Insurance Evaluation

GCAM Limited Family Services can arrange an independent evaluation of your existing property, personal, and other insurance cover to make sure you have the best coverage. Also, we can establish with clients whether there is a need for life insurance to provide cash to mitigate estate taxes.

Family Meetings

In conjunction with your attorney and other authorized representatives, we can organize and arrange family meetings. We can work in partnership with clients and appropriate parties to shape an agenda, which could include, for example, financial education or mentoring for beneficiaries.

Managing Cash Flow

Preparing databases for family cash flow needs to finance significant purchases or investments, as well as for tracking external assets that are not under our umbrella of control.

Philanthropy

Whether and when to make charitable gifts is a decision for each client to decide for themselves, although GCAM Limited can help determine how to proceed in the most tax-efficient way.

External Assets Monitoring

In addition to creating and managing databases of your external assets, we work together with our clients to develop a strategy for monitoring and providing clients with updated valuations.

Executive Compensation Packages

We can review the stock option and other current or deferred compensation plans for our Family Office clients.