Rodschinson Investment offers to help create and develop a Family Office, evaluate and support its current structure. Our team of experts recognizes the uniqueness of each family heritage and is committed to preserving it. We build strong relationships with our clients through dedicated private bankers, meeting their needs and preserving their values. 

With partner offices around the world, we offer a global service. We also help with business succession by managing assets and transferring skills and knowledge to successors. Our services cover the type of Family Office, estate planning, wealth advice, as well as administrative, accounting, tax and legal assistance.

Services

Wealthy families set up their own office or hire a specialized office to manage the many and heavy responsibilities associated with wealth accumulation. The ROD Family office team has specially designed a set of services to meet all the needs of family offices and wealthy families.

ROD Family Office's team of highly skilled advisors have gained considerable experience in ensuring that:

The right structures are in place to comply with relevant legislation and regulatory requirements. - Awareness of the latest developments and being equipped to make data-driven decisions to actively manage and architect their portfolio. By working with ROD M&A and ROD PE, ROD Family Offices have achieved an unmatched level of expertise to offer their clients a holistic, best-in-class service package that includes, among others, buy-side and sell-side advice, due diligence of the company and its services, valuation services and various financing options.

 

Specificities

Many families believe that each individual has a responsibility to their family and the community at large. Since giving varies from person to person, we provide guidance and counseling skills to structure meaningful resolutions that allow all family members to be involved in philanthropy. We offer administration, policy development, education, and assistance on the many approaches to achieving a desirable philanthropic plan.

Valuation

Here we evaluate some of the notable acquisitions made by a private family office conglomerate, JAB Holding Company. This conglomerate operates in the consumer goods, forestry, coffee, luxury fashion and fast food sectors, among others.

Off-Market Portfolio​

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