Family Office servicces

Family Office

Maintain your family's heritage

Financial solutions for family offices

We manage assets and provide custom financial management services for a global clientele of facility office structures. Through our premium platform of investments, we deliver investment management in line with the underlying principles of the family office to address equity, fixed income, alternative and multi-asset requirements.

Custom solution for unique requirements

Since the financial requirements of each facility differ greatly from one to the next, we develop custom solutions to help families organize their affairs at the most appropriate level.

Some family office structures are more complex than others and therefore demand a more active management style. Likewise, structures with less intensive management requires may be managed with a more basic administrative approach.

The purpose of each family office however remains the same; and that is to serve the financial wellbeing of family members across multiple generations to accommodate both family collective requirements and individual specific strategies.

Become an Evallon Global Investment client

Become Our Client

What does being our client mean for you?
  • Our independent status
    Independence

    As an independently managed firm, we understand that
    the success of our firm is highly dependent on the success of our clients.

  • Best-in-class investment services
    Best-in-class

    We believe that the better we know you, the better we are placed to deliver a best-in-class
    investment experience that serves to exceed performance related and service standard expectations.

  • Proven investment performance
    Performance

    We continue to place emphasis on the improvement of our services as our professionals
    go above and beyond to ensure that Evallon Global Investment maintains it's status as a leading provider of choice.