Welcome to

ASFOS

We partner with visionary principals, families and advisors to deliver customized investment, strategy and impact solutions.

A new advisory boutique

Envisioned at a time of transformation

We combine traditional financial expertise with forward-thinking ESG integration, empowering principals and families to preserve and grow their wealth with purpose.

Vision

Capitalise on the Outsourced CIO + Outsourced FO models.

Mission

Enable clients to realize their full potential when it comes to Family Office services and investments.

THE CHALLENGES

Obtaining the quality you deserve

We witnessed several common issues in the industry:

We aim to help you overcome these challenges and move forward with serenity

Our Services

Innovative Advisory Services

Discover service excellence. We craft tailored solutions to meet your unique needs and fuel success.

Outsourced CIO

Asset Allocation, Market View, Financial Analysis, Investment Advisory & Execution. Manager Selection, Due Diligence, Risk Management and Valuation.

Sustainability & impact

Wealth Diversification, ESG Analysis & Advisory, Portfolio evaluation, Impact investments, Regeneration and Carbon offsetting.

Outsourced SFO

Wealth planning & structuring, governance & compliance, philanthropy, private concierge, property management, stakeholder representation.

Alternative investments

Prime access to Direct Deals, Co-Investments and Funds in Art, Commodities, Digital Assets, Venture & Growth Capital, Private Equity, Private Debt, Hedge Funds, Infrastructure and Real Estate.

Our Process

Enhance your results, having it your way

01

Discovery & Alignment

Every client is unique. So is our starting point.

02

Strategy Design

Your vision shapes our planning strategy.

03

Implementation & Access

You benefit from our independence and reach.

04

Oversight & Evolution

Built for continuity. Designed for generations.

We look forward to meeting you

We have over 10 years of experience catering to the needs of institutional, professional and private clients across asset classes, from supporting early-stage startups to partnering with established businesses.