Stream Layerbase
Planning work
Family-office year-ahead
A quiet review of household, operating, and property cash so a family sitting in Tbilisi can see the year without mixing the books in one argument.
- Format
- Confidential sittings and a year-ahead map set
- Span
- Four to six weeks
- Where
- Studio sittings on Kazbegi Avenue; visits by arrangement
- Fee basis
- Quoted from GEL 5,500
Families that own a trading company, a plot, and a household account often plan all three in the same conversation. The year-ahead review keeps those streams visible as separate maps that still add to one sitting.
What we need to see
Bank extracts the family already trusts, a list of known drawings, school or medical commitments that will not move, and any property work already contracted. We do not require a full family constitution. We do require names for who may sit in the room.
What we will not do
We do not mediate disputes, value shares, or recommend brokers. If two branches of the family keep irreconcilable figures, we draw both and label the disagreement rather than average it.
Discretion
Sittings are booked privately. Files stay with the people named on the engagement letter. The studio is on a working floor of an office building; we do not advertise client names in the lobby.