N
NKL
ADVISORY
Solutions for Family Offices
Wealth Preservation • Optimizations • Control &
Professionalizing family wealth management while preserving family values and legacy
Typical Challenges for Family Offices
Our Core Solutions for Family Offices
1
Portfolio Construction & Optimization
Objective: Long-term strategic asset allocation
- •Public equities, bonds, real estate, and private businesses
- •5–10 year forward-looking modelling
- •Strategic Asset Allocation (SAA)
- •Optimal investment weighting and risk management
- •Liquidity and intergenerational planning
trending_upOutcome: Resilient multi-generational portfolio
2
Financial Modelling for Private Businesses
Objective: Deep understanding and forecasting of private investments
- •Detailed financial models for existing private businesses
- •Greenfield project modelling and feasibility studies
- •Cash flow forecasting and scenario analysis
- •Valuation and sensitivity testing
trending_upOutcome: Clear visibility and control over private investments
3
M&A Advisory for Acquisitions
Objective: Disciplined and protected deal execution
- •Full-cycle M&A support for business acquisitions
- •Target screening and evaluation
- •Due diligence coordination
- •Transaction structuring and negotiation
- •Post-acquisition integration planning
trending_upOutcome: Successful and protected family-aligned acquisitions
4
Target Company Management Reporting
Objective: Creating transparency in acquired or potential investments
- •Implementation of high-quality management reporting for target companies
- •IFRS/US GAAP-based reporting setup
- •Clean historicals and clear bridges
- •Revenue, cost and working capital reconciliation
- •Preparation for future diligence and integration
trending_upOutcome: Transparent and diligence-ready target companies
When Our Support is Especially Critical
Large investments or business acquisitions
Complex multi-asset structure
Preparing wealth transfer to next generation
Need for professionalization of family asset management