Comprehensive Wealth Stewardship Across Generations
Managing wealth across generations requires more than financial expertise—it requires coordination, trust, and a deep understanding of family dynamics. At Axis Wealth Management, our Family Office practice is designed for families with a minimum of GHS10 million in investable assets, offering tailored support that unifies your family’s financial life and preserves your legacy.
We become your dedicated partner—offering sophisticated solutions, multi-generational planning, and a centralized hub for financial decision-making, governance, and day-to-day coordination.
Our Family Office Solutions Include:
Customized Investment Management
Portfolios designed to meet individual family member goals while aligning with overarching family wealth objectives.
Philanthropic Advisory & Administration
Guidance on charitable strategies, trust implementation, board meeting facilitation, and legacy impact planning.
Estate & Tax Planning Collaboration
We work closely with your accountants and legal advisors to develop forward-looking plans that optimize outcomes and ensure continuity.
Real Estate Strategy & Management
From acquisition to financing and oversight, we assist with commercial and residential property transactions—locally and internationally.
Complex Investment Strategies
We provide creative solutions for unique needs, such as monetizing low-basis assets, managing concentrated positions, and evaluating private company stakes.
Family Governance & Legacy Planning
From drafting Family Mission Statements to defining decision-making frameworks, we help strengthen unity and long-term wealth continuity.
Lifestyle & Administrative Support
Including insurance coordination, bill payment services, household staffing, travel and vehicle logistics, and more.
A Hub for Stability and Strategic Growth
Our Family Office is more than a financial service—it’s your center of excellence, designed to protect your capital, honor your legacy, and enhance your family’s financial literacy and unity.
We integrate expertise and resources to support everything from investment oversight to education and philanthropy—so you can focus on living your values and shaping your future.