LEADERS IN INTELLECTUAL PROPERTY BRANDED ASSET
MANAGEMENT, OPTIMIZATION AND CAPITALIZATION
Family Offices Own USD$ Trillions In I.P. Assets
In 2019, UBS estimated that the total assets under management of global family offices stood at USD $5.9 Trillion, while the wealth of the families behind them totaled a vast USD $9.4 Trillion - or triple the 2019 GDP of the state of California - globally ranked 6th in country-based GDP rankings. The majority of these assets are based in, or directly tied to, the commercial performance of Intellectual Property.
The Global Growth Of Family Offices
Asia-Pacific together with North American business families of wealth have powered the record-breaking growth in the number of family offices by more than one-third in only a short period of 2 years.
Campden Research estimated that by mid-2019 there were 7,300 single family offices worldwide, up a significant 38% from 2017. The largest proportion of those 7,300 family offices were located in North America (42% or 3,100 offices), followed by Europe (32% or 2,300 offices), Asia Pacific (18% or 1,300 offices), and the emerging markets of South America, Africa and the Middle East (8% or 600 single family offices).
Family Office I. P. Management
Family Offices have traditionally relied upon disparate siloed data, advice, and strategy from global brand practitioners, accountants, and legal counsel leaving family offices without a unified platform to optimally manage, scale, and commercialize their largest class of scalable assets.
This has lead to strategic commercial market opportunities underperforming and has inadvertently caused an unnecessary misrepresentation of asset values and commercial capabilities. It is the Family Office Assets Group's mission to put our client's overarching priorities first, establish Intangible Asset order through our unified Wealth.Exchange platform, launching Q4 2020. This dynamic platform adds scalable value, fosters optimized commercial growth efficiencies and, accelerates opportunities, capitalizing on UHNW and, Family Office I.P. Assets for invested stakeholders.
We are driven by a single-minded sharp focus: to provide disciplined, consistent, and highly reliable I.P. investment strategies to help our clients reach their long-term goals. When and where appropriate, we partner with market-specific financial, accounting, marketing, and legal advisors to optimize our client's Intangible Asset revenue performance.
What is the full potential of your family's wealth? The answer is oftentimes as unique as you are. It brings together your life story, your values, your aspirations, deal flow, and, the current and potential value of your I.P. assets. A solid, integrated I.P. led optimized wealth performance plan brings together and enhances all of it. That’s our overall goal for you and your family.
Welcome
Welcome
Execu
We are living in very challenging times that have caused well-seasoned business professionals to stop and take stock of their diverse holdings. One of the most important asset classes to review is the current status and potential of your Intellectual Property holdings. Intellectual Property or Intangible Assets is the foundation of Ownership interest in such assets can be substantial, fractional, or optionable investments. In any case, a comprehensive I.P. audit will give you the latest status of your assets and the market potential to leverage monetization.
Family Office Asset Group was founded with a mandate to identify manage and optimize I.P. assets for Family Offices and UHNW Individuals living around the globe. We provide broad experience in advising prominent families, UHNW entrepreneurs, corporations, and financial institutions.
The Family Office Assets Group business was borne out of the steady growth of the I.P. portfolio demands of Family Offices and UHNW Individuals. Such demand is driven by the increasing importance that I.P. plays in the balance sheet. With over 80% of S&P asset value derived from I.P. assets, I.P. is recognized as the most important asset of many of the world’s largest and most powerful companies. Private companies are experiencing similar I.P. valuation ratios oftentimes under-reported in invested or owned entity balance sheets.
The core tenet of our strategy is a selective focus on Intellectual Property – in other words, we stick to what we know. As I.P. experts, we provide leading strategies and intelligence gained through years of highly successful transactional experience unearthing substantial I.P. value across both public and private balance sheets.
Redefining Value & Opportunity
Solutions That Work For You
We care deeply about providing the best possible client experience and overall service by offering our clients comprehensive I.P. asset guidance, management, investment, and M&A services. As a Family Office Assets Group client, you are working with a firm that will invest time and resources to fully understand every aspect of your I.P. Portfolio. Our senior-level experts are highly committed to each client engagement and, take the initiative to architect and orchestrate consistent well-executed successful outcomes across the global I.P. landscape.
We prioritize working side by side with our clients and believe that open and honest communication is at the heart of all winning teams naturally sharing a true sense of partnership and endeavor. This close relationship with our clients ensures that we fully understand your perspective and your evolving I.P. portfolio priorities. Our focus on I.P. also ensures that we can skillfully leverage key I.P. assets and related market intelligence for the optimal strategic benefit of our clients. Our Wealth Driver™ platform provides our clients with the ability to manage and the multi-dimensional structure of their I.P. wealth with efficiency and peace of mind.
From protecting and growing your I.P. wealth, we are there every step of the way working side by side with you to understand your views on financial risks and rewards and set family goals incorporated into a roadmap for long term success. Along the way, we prepare I.P. based financial plans, monitor your I.P. net worth, review progress toward specific objectives, and, deliver a range of additional services thereby ensuring optimal Return On Intangible Assets "R.O.I.A.".
From I.P. Asset Review and Valuations Services to ongoing I.P. advisory we look forward to the opportunity of collaborating with your good selves to realize refreshing levels of consistent financial growth.
I.P. Wealth Is What You Make Of It
A woman who is dining in the same restaurant as Pablo Picasso asked the artist for a napkin on which he has been doodling. Picasso says it will cost 40,000 francs. The woman in astonishment replied “But it only took you 10 minutes,” she said. “Madame,” Picasso replied,
“it took me 40 years.”
Family Office Assets Group - The Way Forward
Picasso had a refined instinct for the value of Intellectual Property. Far too often the intrinsic value of I.P. is undercounted or missed in our dense data digital lifestyles. Picassos' prescient belief in the value of I.P. is also shared by Mark Getty, grandson of J.Paul Getty, who famously exclaimed that "Intellectual Property is the oil of the 21 century. Look at the richest men a hundred years ago; they all made their money extracting natural resources or moving them around. All today's richest men have made their money in Intellectual Property."
The Getty Family sold Getty Oil in 1984 fully focusing on the development and eventual opening of the $1.3 Bn. Getty Museum in 1997. In 1995, with an investment of only $16M, Mark Getty harnessed several picture libraries around the world into one online mega-resource branded as Getty Images. Forbes estimates that the cash that is thrown off by its multi-platform licensing business, values Getty Images at $3.5 Bn.in today's dynamic digitally-driven market.
These anecdotes demonstrate the value of I.P. and inspire discussion to discover the optimal value of your Family Office I.P. holdings. Our strategies are derived from a 360-degree review of your I.P. assets and finances. Not just your investment portfolio but all I.P. assets counted and uncounted. We will then audit their current and potential value across projected event horizons.
At Family Office Assets Group We work closely together with a broad bench of experts to create a customized I.P. Wealth Program for your Family Office taking into consideration this year and decades beyond. It truly is a highly skilled art to build resilient and scalable I.P. Asset revenue growth through the ups and downs of economic cycles.
What is Considered As I.P.
When we refer to I.P. we mean Intangible Assets that include but are not limited to; Brands, Trademarks, Servicemarks, Domains, Copyrights, Patents, Patents Pending, Knowledge Capital, Design Rights, Trade Dress, Trade Secrets, Plant Varietal Rights, Licenses, Franchises, Commercial Goodwill & Commercial Options. It is noted that; a group of I. P. Rights can be considered as Hybrid I.P. for valuation, licensing, and other emerging commercialization purposes. With the unavoidable acceleration of global commercial disruption, ones Intellectual Property will continue to evolve and expand translating into the consistently increasing importance of this diversified asset class of Intangible Assets.
Much More Than Just I.P. Valuation, Planning & Investment
A 360˚ GPS For Your Wealth Success
Envision a more robust 360˚ I.P. strategy for your overall wealth. From your immediate needs to your lifetime goals, and the legacy you leave, how you think about your wealth touches every part of your life. We can help you see your big picture and set your course, with expertise in I.P. Audit, Multi-Generational Wealth Planning, Investment Management, M&A, and more.
Each aspect of I.P. Wealth Management is essential in helping you more fully realize your vision of family, of community, and your world. Family Office Assets Group can help you simplify, clarify, and bring your ideas and ideals to life. We call this — a more human, more satisfying approach to your financial lifestyle.
Our 360˚ services incorporate a correlation matrix that optimally combines; I.P. Research, Legal Differentiation Analytics, Audit, Valuations, Strategic Planning, Scalable I.P. Program Implementation, and Transactions. At each stage, our clients get a better understanding of the current and potential market value of their Intangible Assets.
Family Office Asset Group focuses on the entire breadth & depth
of our clients' balance sheets and businesses. Services include:
• Portfolio Due Diligence - Robust analysis of I.P. combinations and activity across family office holdings
• Portfolio Asset Strength Indexing - Analysis of relative I.P. portfolio strength across multiple-asset classes
• Monetization Roadmapping -Tactical I.P. positioning and, scalable monetization I.P. program planning
• I.P. Portfolio Valuation - Intangible Asset portfolio valuation audit to arrive at portfolio Net Present Value
• I.P. Portfolio M&A - Strategic Analysis of balance sheet holdings for M&A and potential divestiture.
• I.P. Portfolio Reorginization - IP Asset Reallocation, Intercompany Licensing and, Transfers of IP Assets
• Special Projects - Intergenerational I.P. portfolio wealth transfer, capitalizing on transitional opportunities
Family Office I.P. Services As Unique As Our Clients
At Family Office Assets Group we sit on the same side of the table with our clients, seeking to understand their I.P. needs and helping them to achieve refreshed financial goals.
Our Multi-Asset Income Strategy seeks to generate an income return with lower volatility and the opportunity for capital growth: We work with a number of UHNW Individuals, Private Family Offices and Multi-Family Offices reviewing, auditing and restructuring I.P. assets that include; service-marks trademarks, word-marks, copyrights, patents, patents pending, domains, licensing contracts, and commercial goodwill. We establish scalable I.P. revenue optimization plans for our clients ranging from short to long term asset holds with structured optimized divestiture programs.
Stewardship Drives Our Decision Making. Our investment decisions are built on the principle of I.P. based capital leverage and preservation —and we take this stewardship seriously.
Keeping that wealth requires no less concerted effort. We strive to know our client's needs intimately and create unique I.P. portfolio strategies that meet their specific needs and goals.
Bespoke Business Services
It's not just about the numbers, we know how to optimally leverage financial market power. We bring together a seasoned team with diverse backgrounds in I.P., private equity, global commercial banking, leveraged finance, and operations.
We have the experience necessary to provide our clients with guidance in the areas of M&A, brand portfolio acquisition and marketing, financial management, and strategic asset development. In addition, our wealth of global business contacts provides further opportunities to create dynamic revenue producing I.P. value through the timely identification of partnerships, licensing, M&A opportunities, and new revenue relationships.
Family Office Asset Group offers a one-stop solution that eliminates the cost, risk and time of integrating disparate I.P. assets. Working in collaboration with individual clients and family offices, our global team experts delivers a comprehensive custom-built suite of technology SAAS business services, including I.P. portfolio accounting and reporting, full transaction support, partnership accounting, tax accounting, and diversified business combination audit reporting.
Legacy Programs
According to a study of more than 3,200 UHNW families - by the Wiliams Group Wealth Consultancy seven out of ten families will lose their fortune by the second generation. This loss is due to a lack of communication, trust and planning between trustees, financial advisors and heirs and the lack of any purpose/mission to guide family members long term. There are a number of things rich families can do to stay rich.
These include having conversations to determine how to manage the family money, discussions about the roles each family member should play, and a shared family mission statement about what the money means for their lifestyles. Our comprehensive and integrated approach helps families to structure foundational I.P. wealth and preserve it across generations. This is supported by our recently announced annual family meetings that hold educational portfolio management sessions for younger family members who will take the reins of the family holdings in the future. These sessions are planned to begin in 2021, initially on a virtual basis with the first in-person meetings scheduled to take place at a time and date in the future subject to the control of COVID-19.
Wealth Driver I.P. Platform
Blaze A Trail To I.P. Wealth Creation
Gain Visibility Valuation and Control Over Multi-Dimensional I.P. Structures And Related Assets
The relationship between traditional assets and I.P. based intangible assets is oftentimes challenging to separate out and fully appreciate. An example of such a mutually exclusive relationship can be a computer manufacturer that has physical assets such as computers and machinery that rely upon intangible assets such as brands, patents, trade secrets, and knowledge capital to drive commercial competitiveness, differentiation and, scalable value. Powered by AI, the proprietary Wealth Driver™ Platform teases out tangible and intangible asset values to empower visibility, valuation, growth and, oversight over these multi-dimensional I.P. structures and related intangible assets. Highly intuitive in design and use the technology has the effect of finishing sentences of questions posed by Wealth Driver™ clients.
Wealth Driver™
The Wealth Driver platform provides you with complete transparency over every individual and bundled Intangible Assets in your portfolio. Asset tracking, strategic initiatives, and changes to your siloed and consolidated I.P. net worth are updated in real-time.
We strive to earn customer trust by enforcing world-class security practices and standards. We keep your Wealth Driver™ customer data private and secure through physical and network-level security hierarchy, protocols, and encryption. Wealth Driver™ Family Office data is stored in dedicated, highly secure scalable servers in Switzerland. Clients control overarching access to their data, ensuring utmost confidentiality.
The New Standard In I.P. Wealth Technology
Transparency & Security
Having key facts and figures at your fingertips clarifies and augments the decision-making process. The Wealth Driver™ Platform employs innovative cloud-based A.I. driven technology that produces institutional-quality alerts, reporting, and analysis of I.P. risks, opportunities, and performance. This groundbreaking I.P. technology platform is intuitive and highly visual in design and simple to use by multiple family office members, advisors, and associates.
Wealth Driver™ is powered by a robust suite of AI and machine learning technologies, the Wealth Driver™ Platform is so intuitive that it seems to have the effect of finishing the user's sentences. Simply adapts to any family, advisor, and investment structure.
Family Offices today are demanding a much more rich and interactive online experience from their financial and legal services providers than they ever have before. These savvy investors think differently about just about everything in a time where the “internet of things” has grown into nearly every corner of their lives. It’s no surprise there are an estimated 6.6 devices for the average person with higher device numbers for family office members. Seamlessly access the Wealth Driver™ platform from any device. From key headline asset updates to full reports, we provide a readily available heightened digital experience.
Accessibility Where Your Lifestyle Takes You
Family's Fly Higher With I.P. Driven Income
Contact Us
Headquartered in Zug Switzerland, close to Zurich, we have Family Office I.P. Specialists across the globe that will be happy to reach out to you locally.
Wealth.Exchange Private Client Portal
Want To Learn More ?
For any inquiries, questions or comments, please call: +1 41 41 508 7658 or fill out the following form. We look forward to hearing from you shortly.
Headquarters
Family Office Assets Group LLC
Gotthardstrasse 26
Zug, Switzerland
CH-6300
enquiries@familyofficeassets.com
Free Phone: +1 41 41 508 7658