Family offices by their very definition, require a high degree of confidentiality. At the onset, PPMT enters into a very robust non-disclosure agreement with the client. From that point, over the course of several meetings, we learn about the tactical and strategic objectives of the family. This affords the family the opportunity to learn about the full capabilities of PPMT Capital, our financial services and direct investments company, and PPMT Strategic, our accounting, tax and advisory arm.
Based on an updated understanding or the clients requirements, we formulate a a financial plan, which covers many areas from investment sourcing to tax planning. Clients have varying degrees of requirements, so our program is flexible, allowing clients to use one or all of our offerings. PPMT Capital's sourcing approach broadly covers:
In terms of administration, PPMT Strategic covers areas such as:
Private company asset management cover many areas from risk management to exit planning. However our management framework falls into two approaches.
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