Sound investment performance depends on what sits around it.
Basana Capital provides the full range of family office services needed to keep complex wealth organised and ready to act, so that when the right opportunity arrives, nothing is in the way.
1
We design and review holding structures appropriate to each client’s global asset footprint – asset profile, domicile preferences and cross-border requirements.
Holding company and trust design across multiple international jurisdictions
Review and rationalisation of legacy structures built across different countries over time
Cross-border entity alignment to reduce jurisdictional redundancy and improve governance clarity
Coordination with international legal and tax counsel before any structural change is implemented
2
We work alongside legal partners to build succession frameworks that reflect how each family intends wealth to transfer.
Multi-generational transfer planning for assets held globally
Trustee and governance structures designed to function across differing legal environments
Governance documentation built to withstand legal and regulatory scrutiny in each relevant jurisdiction
Sequencing of transition arrangements to protect operating businesses during ownership change
Ongoing review as family circumstances, cross-border rules and estate law evolves
3
Tax obligations across multiple jurisdictions require consistent oversight. Basana Capital coordinates with specialist advisers to ensure that structural decisions are assessed for their tax implications before they are taken.
Multi-jurisdictional tax planning covering key international markets
Treaty network analysis to identify and apply efficient cross-border structures
Pre-transaction tax impact modelling for direct investments, exits, and restructuring events
Coordination of annual compliance obligations across entities in multiple countries
Liaison with international tax counsel to maintain full alignment between investment strategy and filing positions
4
A family with global holdings needs a single, consolidated view of everything, updated in real time and formatted for both principals and their external advisers.
Consolidated reporting across all geographies, asset classes and currencies
Performance attribution at asset, vehicle and portfolio level
Liquidity monitoring and cash flow forecasting across entities worldwide
Independent review of third-party manager performance across global mandates
Customised reporting formats for investment committees and family governance structures
5
For families with an active philanthropic agenda, Basana Capital provides structuring and strategic support ensuring that philanthropic capital is deployed with the same care as investment capital.
Foundation and charitable structure establishment across multiple jurisdictions
Grant-making governance designed for international programs
Impact measurement frameworks linked to stated goals and geographic focus areas
Tax-effective giving structures reviewed across relevant jurisdictions
Ongoing oversight of philanthropic entities as part of the broader wealth structure
6
The operational layer is maintained globally with a consistent standard of control.
Investment policy statement drafting and review, aligned to global mandate scope
Director appointment support and company secretarial coordination across jurisdictions
Banking relationship management covering local and international private banking relationships
Compliance calendar oversight for all entities globally
Counterparty due diligence conducted to a consistent standard regardless of geography
Get in touch to build your future now.
Basana Capital’s family office capabilities are the infrastructure behind the investment. They exist so that our clients can move without friction, and so that every decision is made with full visibility.