Support beyond the portfolio.
Running a family's affairs means deadlines, documents and advisers in several countries. Roshan 30 takes the administrative weight off families and family offices with USD 5 million to USD 100 million in assets, and gives registered charities professional investment thinking free of charge.
Middle Office Support
Practical administration and coordination, with Roshan supervising the team and reviewing its work. You keep your existing tax, legal and investment advisers. We make sure nothing falls between them.
What we take off your desk
- A compliance calendar, so that every deadline is known in advance
- Document collection, filing packs for your tax advisers and follow-up until done
- Residency records, KYC requests and renewals
- Monthly statement filing and weekly status updates
Two levels of support
Light
The essentials, kept in order month after month: calendar, documents, filings, records and regular status updates.
Mid
Everything in Light, plus prior-year catch-up, several filing seasons across jurisdictions at once, administration for new structures and accounts, deeper follow-up with advisers and banks and a monthly review call.
Middle office support does not include investment decisions, trade execution, tax or legal advice or the signing of returns. Your licensed advisers retain responsibility for advice and sign-off.
Pro Bono Investment Consulting for charities
Free of charge for registered charities. Roshan helps trustees and leadership teams align their investments with the charity's mission, spending needs and long-term financial sustainability.
- Investment policy
- Asset allocation
- Fund selection
- Portfolio review