ODR Consultant is an MFO (Multi-Family Office), working with our clients to establish and manage their asset management and investment requirements.

About


ODR Consultant provides a selection of multi-family office services to wealthy families. We build long term business relationships with our private clients, with the express purpose of assisting them in preparation for cross generational wealth transfers while investing in a suitable investment portfolio designed to meet their specific needs. 

We take our clients' interests and requirements into account while advising and compiling investment portfolios for them, carrying out all necessary due diligence as well as legal and accounting activity on investment opportunities, whether in the private or public sectors. This helps us ensure reliable income and growth in the long term, as well as a smooth transition of funds across generations when the time comes.

We take into account such issues as tax and inheritance regulations in all our activity, always looking at the long-term in order to best fulfill the wishes and requirements of our clients.

Our valued clients' privacy is of the highest importance to us; our work is carried out with the utmost discretion. 

Learn more about the different investment options we offer our clients.

Avenues of Investment


ODR Consultant offers our clients a variety of avenues of investment, building bespoke, tailor-made portfolios suited to their specific needs. Obviously our investment strategy is coordinated with their specific goals and requirements.

Based on our client’s choices we put together an investment portfolio, which may include a number of avenues of investment such as: 

  • Venture Capital Investing 
    Our venture capital investment activity typically provides funding to startup companies presenting major growth potential. We advise our clients that while there are inherent risks involved in venture capital investment, there is a potential for significant positive returns. 

  • Impact Investment 
    Impact investment involves the capital financing of business initiatives that lead to environmental or social benefits, in addition to financial profit. These can include clean energy enterprises, educational endeavors, or any other investment opportunity that has an additional positive social impact.  

  • Stocks, Bonds, And Securities
    Our advisors select and recommend stocks, bonds (both organizational and governmental), and securities. We present our clients with a selection of investment opportunities that take into account the long-term nature of family office activity.

  • Financial Asset Investing  
    Financial asset investment can include equities, commodities, as well as real estate holdings. Additional assets, such as works of art, or precious metals etc. are often included in this category. 
Services
Investment Planning, Oversight And Management
We tap into our in depth knowledge of the global financial market to analyze existing trends and future outlooks, which form the basis for our investment decision advice. We manage and monitor the performance of our client's investment portfolio making adjustments where necessary.
At ODR Consultant we are firm believers in keeping the client in the loop; we are in constant contact with our clients and hold regular meetings to present their portfolio's status.

Legal, Tax And Legacy Planning 

This is probably one of the most crucial aspects of any family office activity. Cross generational transition of wealth carries with it substantial legal and taxation considerations and needs to be carefully planned and implemented. ODR Consultant advises on all the relevant legal and tax issues regarding estate planning and wealth preservation across generations.

Real Estate Management
 
Our complete real estate investment service covers the full gamut of property activity including day to day property management, tenant management, lease negotiations, acquisitions and sales.
We deal with all aspects concerning our client's property portfolio, from long term strategy to day to day issues. 

Accountancy And Auditing 
 
We conduct routine audits on all our client's holdings.
Our personnel compile regular comprehensive financial reports and present them to the clients.  

Philanthropy
 
At ODR Consultant we are passionate about giving back to the community. Our advisors provide in depth advice to like-minded clients regarding philanthropic activity, focusing in particular on the correct way to go about establishing charitable foundations while paying attention to tax regulations and issues. 

Find out more about our activities; contact us now

Client Login


ODR Consultant clients can access their personal account information here. 
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Contact Us

ODR Consultant


Email: info@odrconsultant.com



Are you:
Considering setting up an investment portfolio for your family?
Worried about legacy planning for your family wealth ?
 Looking for a long term investment portfolio tailored to your needs?

Look no further; send us a message right now to learn more about how we can provide you and your family with a financially secure future spanning generations.

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