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MIDROCKGLOBAL

Private Client Services

A discreet support platform for individuals, families and entrepreneurs managing increasingly complex financial, banking, property and cross-border arrangements.

One trusted point of coordination

As wealth, business interests and family arrangements extend across countries, managing them becomes more demanding. Midrock acts as a single, discreet point of coordination, bringing order to banking, property, estate and adviser relationships. We work alongside your lawyers, tax advisers and other regulated professionals rather than replacing them.

Who we support

Who we support

  • Entrepreneurs & business owners

    Whose personal and business affairs are closely linked.

  • Families

    With assets, property or relatives across more than one country.

  • Internationally mobile individuals

    Relocating, investing or holding interests between Africa, the Middle East and beyond.

What we do

Services

Estate & Succession Planning Support

Coordination support around estate, succession and intergenerational planning, working alongside clients' legal, tax and other regulated professional advisers.

Includes

  • Coordination with legal and tax advisers
  • Organisation of documents and records
  • Family and succession planning support
  • Follow-through on implementation

Asset & Wealth Management Support

Independent oversight and coordination of banking, investment, property and adviser relationships. Midrock does not act as a discretionary investment manager unless appropriately authorised.

Includes

  • A consolidated view of banking, investment and property relationships
  • Oversight of adviser performance and fees
  • Coordination of reporting
  • Periodic reviews

Banking Support

Support with banking relationships, onboarding and KYC preparation, account-opening coordination, documentation and introductions to suitable institutions where appropriate.

Includes

  • Onboarding and KYC preparation
  • Account-opening coordination
  • Documentation support
  • Introductions to suitable institutions where appropriate

Property & Real Estate Support

Support with property-related sourcing, coordination, due-diligence workstreams and engagement with relevant professional advisers.

Includes

  • Coordination of property sourcing
  • Due-diligence workstreams
  • Coordination with agents, lawyers and surveyors
  • Ongoing property administration support

Family Office Coordination

A central point of coordination for selected personal, financial and professional-adviser relationships, tailored to the needs of each client.

Includes

  • Central coordination of advisers
  • Administrative support
  • Consolidated reporting
  • Tailored service levels

Cross-Border Advisory

Practical coordination for clients whose personal, business or investment interests span multiple jurisdictions.

Includes

  • Coordination across jurisdictions
  • Relocation and residency coordination with licensed advisers
  • Cross-border documentation
  • Management of advisers in different countries
How we engage

How we work with you

  • Confidential from the first conversation

    All enquiries and client information are handled in strict confidence.

  • Flexible engagement

    An annual coordination retainer or a defined project, depending on your needs.

  • Alongside your advisers

    We coordinate with your existing lawyers, tax advisers and banks.

Arrange a confidential conversation

All enquiries are handled in strict confidence.

Contact us in confidence