Orionis Management - Governance Services to Investment Fund Managers & Undertakings in Collective Investments

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Family Office expertise to Entrepreneurs & Family Businesses

Services


  • Control over the evolution and the quality of all assets (financial, real estate, private equity assets, commodities)
  • Recording and supervision of all transactions
  • Taylor-made portfolio reporting, risk management assessment and reporting 
  • Performance review and ESG assessment
  • Due diligence on entrusted asset managers 
  • Tax reporting 
  • Advices in the general governance of the next generation
  • Help in terms of philanthropic capabilities
  • Intermediation for legal and tax solutions
  • Long experience in the set-up and management of investment funds including reserved alternative investment funds.
  • Member of different associations Luxembourg Association of Family Offices
  • Assistance in board and management committees meetings (agenda, secretary work, minutes, filing to the authorities).
  • Expertise in re-organisation including formal liquidation of inefficient structures.
  • Dedicated, result-oriented and readily available team

At Orionis Management, we focus in particular on (1) strategic wealth management which involves long-term inter-generational strategic planning which encompasses building your governance strategy, developing family boards or councils and (2) investment planning with deep asset allocation oversight, investment and manager due diligence and selection, investment policy creation, consolidated reporting and ongoing performance analysis and constant reporting. For the other family office services such as trusts and estate service, philanthropic giving, family legacy and leadership, and tax and financial planning, we rely on our network of experts

Daniel Van Hove