Overview of family office services by Dahl´s Estate & Management
BANKING
- Banking, international overviewing and opening private bank accounts on behalf of the family
- Delivering KYC (know your customer) information to all of your international bankers (yearly or 3 yearly depending of your risk status in the bank).
- Consolidated reporting of global bank accounts
- Document & record management
- Accounting
- Payment of invoices and entre direct debits to local account
- Mortgage negotiation / possibilities for your local property
REAL ESTATE SERVICES
- Real estate advisory
- Bespoke property search
- Access to off-market luxuy properties
- Support with sale of real estate
- Real estate financing / mortgages
- Monthly written reporting of the property condition at the Costa del Sol
INTERNATIONAL RELOCATION SERVICES
- Support with change of domicile
- Support with obtaining international residence permits
- Assistance in locating and applying to foreign schools
- Assistance to contact with local tax adviser and lawyer and coordinated with your global advisers
- Insurance, international knowledge to global insurance brokers
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