Governance
The family office defines objectives, approval levels, reporting cadence and existing advisor roles.
For US family offices
Extend the family office into Europe without building a local desk.
When a principal wants a European base, the mandate crosses residence, property, banking, tax coordination and local execution. EPO gives the family office one European principal accountable for holding those workstreams together.
The operating problem
The family office can govern the decision without managing eight European vendors.
The principal sees one life project. The family office sees immigration counsel, tax specialists, banks, brokers, notaires, architects and local operators. Without an owner on the ground, senior staff become project managers across jurisdictions and time zones.
EPO reports into the family office, maintains the decision record and carries local follow-through from the first country comparison through arrival and property execution.
Mandate architecture
Control stays with the family office.
Blueprint
EPO maps country, city, residence, property, banking, specialists, budget and sequence.
Local execution
EPO coordinates diligence, appointments, partner work, property steps and arrival logistics.
Reporting
Decisions, risks, dependencies and next actions return to one accountable family-office contact.
Where EPO fits
Founder-led capacity for mandates too important to improvise.
The office is intentionally selective. Work is led by one principal rather than handed through a relocation call center. Existing legal, tax, investment and banking relationships remain in place. EPO adds local judgment and execution where the family office lacks European capacity.
Plain answers
Questions family offices ask before opening a mandate.
Does EPO replace the existing family office?
No. The family office retains governance, investment oversight and the principal relationship. EPO acts as the accountable European execution desk for the agreed mandate.
Can EPO work with the family's existing attorneys, tax advisors and banks?
Yes. EPO coordinates the existing team and adds vetted European specialists only where the mandate has a genuine local gap.
Which European markets does the office cover?
The core corridors are France, Italy, Spain, Portugal, Greece and Monaco, with country and city selection completed before local execution begins.
What is the first engagement?
The European Home Blueprint is a three-week, $7,500 planning engagement covering country and city fit, residence route, property strategy, banking, partner map, risks, budget, timeline and next steps. The fee is credited toward a later execution mandate.
Operating sequence
Governed by the family office. Executed in Europe.
01DefinePrincipal objectives, family constraints, capital, countries and approval protocol.
02DecideA three-week Blueprint turns the mandate into an approved European plan.
03DeliverEPO coordinates the local team and reports against the agreed milestones.
Private mandate
Discuss the principal's European brief.
A focused call is enough to establish whether the mandate, geography and working model fit the office.
Book a private call