Fidentia Global · European Multi-Family Office

European Multi-Family Office Headquartered in Austria

A European multi-family office headquartered in Austria serving internationally mobile families, entrepreneurs, investors and family offices whose wealth, businesses and personal interests span multiple jurisdictions.

We coordinate the full spectrum of family office matters across Europe — from business ownership, investments and succession planning to residency and relocation, children’s education, real estate, banking, legal and tax affairs, and the day-to-day administration of family life.

Target Audience

WHO WE WORK WITH

UHNW Families
Entrepreneurs and Business Owners
Corporate Leaders, Hedge Fund and Private Equity Professionals
Family Offices and Family Representatives

WHAT THE CLIENT RECEIVES

A European family office structure with one point of coordination, oversight of specialist advisers and a clear management framework for the family’s key matters.

When Clients Come to Us

Sale of a business or major asset
A need to bring order to the ownership structure
Family matters: children, inheritance, succession, intergenerational conflict
Family relocation or the creation of a second base in Europe
Selection of schools, boarding schools and universities
Purchase or sale of real estate
A need to bring banks, lawyers, tax advisers and external partners into one coordinated system
Healthcare, medical treatment and long-term family continuity

CORE SERVICE PERIMETER

Product Architecture

Ownership structure, succession and family governance
Banking coordination and capital infrastructure
Children’s education and family relocation
Real estate and family housing strategy
Legal and tax coordination across Europe
Residence, permanent residence, citizenship, mobility and relocation routes

CORE SERVICE PERIMETER

Ownership Structure, Succession and Family Governance

SCOPE OF WORK

Asset mapping and ownership structure analysis
Assessment of vulnerabilities and key risk points
Ownership and asset transfer logic
Succession planning for family capital
Allocation of roles and responsibilities within the family
Coordination of family, legal and tax decisions across jurisdictions

WHAT THE CLIENT RECEIVES

A clear system of control
A more orderly basis for decision-making
A clear foundation for future generations
A coherent framework for managing family wealth

CORE SERVICE PERIMETER

Banking Coordination and Capital Infrastructure

SCOPE OF WORK

Coordination of relationships with banks and private banking teams
Preparation and collection of required documentation
Support with source-of-wealth and ownership-structure review processes
Streamlining the family’s banking architecture across jurisdictions
Coordination with external asset managers and related financial partners

WHAT THE CLIENT RECEIVES

A cleaner and more manageable banking architecture
Less friction and fewer repetitive requests
A single point of coordination for banking matters
Time savings for the family and its representatives

CORE SERVICE PERIMETER

Children’s Education and Family Relocation

SCOPE OF WORK

Selection of schools, boarding schools and universities
Family relocation routes built around children’s education
Support with the selection of city and country
Coordination of housing linked to education
Organisation of the family’s living arrangements around the children’s educational needs
Integration with banking, legal and immigration matters

WHAT THE CLIENT RECEIVES

A coherent family plan centred on education and relocation
Reduced stress and fewer fragmented service providers
A single roadmap for parents, children and the family as a whole

CORE SERVICE PERIMETER

Legal and Tax Coordination Across Europe

SCOPE OF WORK

A unified approach to working with external legal and tax advisers
Alignment of decisions across jurisdictions
Reduction of contradictions between separate service providers
Coordination of ownership structures, family and business interests, and cross-border decisions
Support for a durable legal and tax framework for family, business and investment activities in Europe

WHAT THE CLIENT RECEIVES

A coordinated course of action across jurisdictions
Fewer conflicts between jurisdictions, structures and advisers
A more integrated system for managing family assets, business interests and cross-border investments

CORE SERVICE PERIMETER

Residence, Permanent Residence, Citizenship, Mobility and Relocation Routes

SCOPE OF WORK

Selection of suitable residence and relocation scenarios across Europe
Support with family relocation routes
Alignment of residence status with children’s education, housing, assets and family plans
Coordination of residence, permanent residence permit and citizenship matters through specialist partners
Development of a long-term mobility framework for the family across Europe

WHAT THE CLIENT RECEIVES

A clear family mobility map
Integration of status, place of residence, children, real estate and the broader family strategy
A manageable relocation process

CORE SERVICE PERIMETER

Real Estate and Family Housing Strategy

SCOPE OF WORK

Selection of real estate for living, family needs or children
Coordination of property acquisitions and disposals
Analysis of the role of real estate within the overall family structure
Selection of the ownership model
Support with exiting properties and restructuring the real estate portfolio
Alignment of real estate decisions with relocation, education, family objectives and succession planning

WHAT THE CLIENT RECEIVES

A considered real estate decision within the broader family context
A more integrated housing strategy across Europe
Alignment of real estate with the family’s broader plans

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BEYOND THE CORE PERIMETER

Additional Capabilities

HEALTH, MEDICAL TREATMENT AND FAMILY CONTINUITY

Access to clinics and doctors
Second opinions and treatment pathways
Support for the family in sensitive and complex situations
Long-term resilience and continuity of family life

COORDINATION OF INVESTMENT ARCHITECTURE THROUGH PARTNERS

Coordination of banks and external asset managers
An overall asset-allocation framework
Filtering of opportunities and decisions
A unified view of the family’s investment matters

PERSONAL AND FAMILY ADMINISTRATIVE SERVICES

Coordination of household and organisational matters for the family
Support with day-to-day life infrastructure in Europe
Reduction of the burden on family members and their representatives

CASE STUDY 1

Development of a comprehensive succession strategy for a family owning a diversified agricultural and investment business

PROJECT SCOPE

Development of a comprehensive succession strategy for a family owning an agricultural holding and a portfolio of assets across several jurisdictions, including real estate, securities investments and liquid financial instruments in the Middle East and Europe.

KEY FEATURES

The project involved significant legal and organisational complexity due to the scale of the assets, their distribution across several jurisdictions and the presence of more than 30 potential heirs with varying levels of involvement in the business.
A further layer of complexity was the multi-layered corporate governance system, which had to be aligned with the future model for capital transfer and intergenerational control.

OUTCOME

An ownership and asset-management architecture was developed across several jurisdictions, taking into account long-term business continuity, mitigation of inheritance risk and the balance of interests among family members.
Mechanisms for control allocation, asset protection, tax efficiency and next-generation decision-making were addressed separately.

CASE STUDY 2

Formation of a family office within a multi-family office structure for a cross-border family

PROJECT SCOPE

Creation of a dedicated family office within a multi-family office structure for a family with a cross-border lifestyle, living between several jurisdictions and holding an international asset structure.

ORGANISATIONAL AND INVESTMENT ARCHITECTURE

The project focused on systematising capital management, establishing a transparent financial model and improving the quality of investment and management decision-making.
Training was provided to the client’s internal family office team on asset management, interaction with advisers and implementation of the investment strategy.

OUTCOME

Strategic approaches to managing business assets and the investment portfolio were developed, including diversification, risk management and a long-term investment policy aligned with the broader family strategy.
Personalised financial plans were developed for family members, taking into account their individual objectives, income structures and life scenarios.

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LEADERSHIP · SENIOR PARTNER

Olga Sorokina

International Lawyer, Entrepreneur and Investor

Olga is an international lawyer with more than 25 years of experience advising global businesses and supporting cross-border M&A transactions. For over 15 years she has also advised UHNW families on the structuring, governance and intergenerational transfer of wealth.

Her track record includes more than 200 cross-border transactions across 40+ jurisdictions, with a combined value exceeding USD 15 billion. She acts as legal counsel to international corporations, private investors and investment funds in complex corporate and transactional matters.

Olga is the author of 360° Succession Strategy, a proprietary six-phase succession-planning framework combining legal architecture, tax structuring and financial planning to support the transfer of wealth to the next generation.

Her experience includes developing a succession strategy for a family with an international business and a diversified asset portfolio, establishing a family office for a UHNW family, and creating a dedicated family office within a multi-family office structure for a family living between Dubai, London and Geneva.

RECOGNITION

Chambers & Partners · The Legal 500 · Best Lawyers · Wealth Navigator Awards

EDUCATION

International Law, Moscow State Law Academy · Indiana University, USA

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LEADERSHIP · PARTNER

Elena Balashova, LL.M.

European Mobility & Business Structuring Partner

International lawyer, business advisor and executive coach with more than 20 years of experience supporting international companies, entrepreneurs, investors and private clients across Europe.

Elena specialises in international mobility, residency and relocation planning, business structuring, employment and executive matters, and cross-border advisory projects. She advises internationally mobile individuals, entrepreneurial families and businesses establishing personal and commercial structures within Europe, with a particular focus on Austria and Germany.

Her experience includes supporting business expansion, workforce and executive matters, market entry projects, regulatory compliance, relocation strategies and cross-border organisational structures.

Elena holds an LL.M. in European Law and combines legal expertise with executive coaching and behavioural sciences. She has delivered more than 100 professional training programmes and webinars attended by over 3,000 participants.

RECOGNITION

Best Lawyers, The Legal 500

LANGUAGES

German, English, Russian

European Multi-Family Office

European Multi-Family Office Headquartered in Austria

Target Audience

When Clients Come to Us

Product Architecture

Ownership Structure, Succession and Family Governance

SCOPE OF WORK

WHAT THE CLIENT RECEIVES

Banking Coordination and Capital Infrastructure

SCOPE OF WORK

WHAT THE CLIENT RECEIVES

Children’s Education and Family Relocation

SCOPE OF WORK

WHAT THE CLIENT RECEIVES

Legal and Tax Coordination Across Europe

SCOPE OF WORK

WHAT THE CLIENT RECEIVES

Residence, Permanent Residence, Citizenship, Mobility and Relocation Routes

SCOPE OF WORK

WHAT THE CLIENT RECEIVES

Real Estate and Family Housing Strategy

SCOPE OF WORK

WHAT THE CLIENT RECEIVES

Additional Capabilities

HEALTH, MEDICAL TREATMENT AND FAMILY CONTINUITY

COORDINATION OF INVESTMENT ARCHITECTURE THROUGH PARTNERS

PERSONAL AND FAMILY ADMINISTRATIVE SERVICES

Development of a comprehensive succession strategy for a family owning a diversified agricultural and investment business

PROJECT SCOPE

KEY FEATURES

OUTCOME

Formation of a family office within a multi-family office structure for a cross-border family

PROJECT SCOPE

ORGANISATIONAL AND INVESTMENT ARCHITECTURE

OUTCOME

Olga Sorokina

International Lawyer, Entrepreneur and Investor

RECOGNITION

EDUCATION

Elena Balashova, LL.M.

European Mobility & Business Structuring Partner

RECOGNITION

LANGUAGES

Offices

AUSTRIA

SWITZERLAND

CYPRUS