Single Family Office Setup Post-IPO
Following a significant IPO, our client required a complete reorganisation of private holdings to professionally manage investments, treasury, and lifestyle needs.
Neopolis was appointed to lead the end-to-end setup. Over 12 months, we built tax-efficient holding structures across key jurisdictions, overhauled vendor ecosystems, and implemented integrated treasury and control systems. We also deployed enterprise-grade IT infrastructure, recruited core staff, and embedded governance protocols – delivering a fully operational, tailored family office aligned with client’s long-term strategy.
Following a significant IPO, our client required a complete reorganisation of private holdings to professionally manage investments, treasury, and lifestyle needs.
Neopolis was appointed to lead the end-to-end setup. Over 12 months, we built tax-efficient holding structures across key jurisdictions, overhauled vendor ecosystems, and implemented integrated treasury and control systems. We also deployed enterprise-grade IT infrastructure, recruited core staff, and embedded governance protocols – delivering a fully operational, tailored family office aligned with client’s long-term strategy.