Floreat Private Office

16376

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The power of your private office

Peace of mind through changing circumstances

Seize opportunities and reduce risks

Realise your wishes

About Floreat

Floreat Private Office provides high net worth individuals, entrepreneurs and families with advice to control their (family) interests. We are an independent counsellor, who critically thinks and operates.

See the broader picture, understand it, and bring it to the next level. We offer overview and control. Our goal is to effectively address your concerns with a long-term vision.
Peace of mind, but still achieving your goals through flexible counselling and actions.

Floreat Private Office is derived from knowledge and experience; clients need support that goes beyond expert advice or the execution of a deed.

We are dedicated and discrete. When necessary, we work with external specialists. We act as your right hand and ‘libero’. Mutual trust is crucial.

All our clients have come to us via references.

Floreat has made a specialty of generalism, in which they carefully review the breadth of the playing field and also keep an eye on the details
- business relation -
A sharp look at the detail and an overview of the whole. A rare and welcome combination, especially during a due diligence process
- business relation -
We have got to know Floreat as a sincere and straightforward company, without losing sight of personality and perspective
- business relation -
Discrete and widely skilled
- client -
We are very pleased with you and would qualify you as knowledgeable, systematic and clear thinkers approaching situations with integrity step by step and delivering the best possible solution
- client -
Outcomes that others say are impossible, are realised by Floreat through ingenuity
- client -
Competent, actively involved, and caring, an indispensable link within our family office
- client -
Floreat surprises every time just by thinking one step further
- client -
Floreat – acting as advisor to one of our co-investors – thought very well along with us, without losing the interests of their client out of sight. Floreat challenged the status quo en proposed clear and innovative solutions. We highly appreciate co-operating with them
- business relation -

Mission

Our mission is to support high net worth individuals, entrepreneurs and families in protecting and developing their interests. We focus on legal, fiscal and administrative issues.

Core values

Client interest
Integrity
Discretion

Trust
Libero
Troubleshooter
Sparring partner
Kaleidoscopic
Beacon

Services

We plan for both the family members and their (business) capital interests which mutually affect each other’s continuity and harmony.

Integrated custom made solutions and implementation for fiscal and legal issues, with an eye for economic aspects. We support you by:

Structuring your assets and estate planning
Transactional guidance concerning:
- Investments in real estate, direct investments in companies, private equity, contracts with asset managers, art, brand rights/ property rights
- (R) emigration
- (Re) financing
- Business succession

Corporate housekeeping: documentation, financial statements and declarations
Family governance: management and consultation concerning (family) wealth
Preparation for passing wealth to future generations concerning inheritance
Improvement of communication and harmony within the family
Plan for OASIS
Member of advisory or supervision board
Acting as an independent director of, among other things, family foundations and holding companies
Family philanthropy
Domiciliation

We would like to discuss how we can assist you.

About Floreat

Mission

Core values

Services

How do I increase the chance (30%) to transfer my wealth successfully?

How can this transaction be well organised and embedded in our structure?

What are the annual obligations of our structure?

What contribution does Floreat provide as an independent director or member of the advisory or supervisory board?

Which checks & balances does Floreat arrange for in case of calamities?

Is this action in line with my tax structure?

What are the experiences of others; best practice?

How was it again; where can I find documents?

Team

Albert Theunissen

Willemijn Smets – van Vliet

Reinier Teixeira de Mattos

Tahany Piqué

Jake Peereboom

Career