Family Office Services

Axis Capital Management Services functions as your professionally managed Family Office by providing the following administrative services. We…

Create appropriate structure for family office services.

Perform due diligence reviews on third-party service providers.

Coordinate use of your legal counsel and other advisors / consultants.

Work with family members / trustees / beneficiaries.

Coordinate and maintain some banking relationships.

Coordinate and implement transfer of personal assets from company assets during transition.

Coordinate quarterly meetings with other advisors to discuss new goals, realign old goals, and assess quarterly financials.