Private, discreet, and structured investment infrastructure.
Family offices require investment infrastructure that matches the sophistication of their capital, the privacy of their relationships, and the governance standards of their obligations, without the overhead of a full in-house team.
Wealth this complex deserves better infrastructure
Fund+ works with single and multi-family offices to structure, administer, and operate investment vehicles that reflect the complexity of concentrated wealth, multi-generational governance, and cross-border holdings.
- Concentrated positions that need structural protection
- Multi-jurisdictional holdings and tax complexity
- Succession planning across generations
- Privacy and governance concerns
- Operational overhead of running private investment structures
Built for the realities of family wealth
Privacy by Design
Structures that protect beneficiary identity, limit public disclosure, and operate within regulated frameworks that satisfy both privacy and compliance requirements.
Governance for Generations
Family charters, investment committees, and succession protocols embedded into the constitutional documentation of the vehicle itself.
Documentation That Lasts
Legal frameworks designed for durability, with provisions for changing circumstances, new beneficiaries, and evolving regulatory landscapes.
Multi-Jurisdiction Ready
ADGM, Cayman, Luxembourg, Ireland, Delaware. We match the jurisdiction to the family's tax, legal, and operational footprint.
Reusable KYC
Reusable KYC — verified once, recognised across all Fund+ vehicles. No repeated submissions.
Verified once. Recognised everywhere.
For family offices, KYC is one of the most time-consuming and repetitive operational burdens in investment management. Every new fund, every new SPV, every new vehicle traditionally requires a full re-submission of the same identity documents, the same beneficial ownership information, the same source-of-funds evidence — to a different administrator, through a different process, on a different timeline.
Fund+ was designed to eliminate that friction. Through our digital onboarding infrastructure, a family office and its principals complete a single, structured KYC and AML verification process. That verified profile is then held on the Fund+ platform and can be recognised and applied across multiple vehicles — funds, SPVs, investment certificates — without requiring the family office to start from scratch each time.
"One verification. Multiple structures. No repetition."
- 1KYC CompletedFamily office principals submit documentation once through the Fund+ digital platform.
- 2Profile Verified & StoredFund+ verifies and holds the profile securely on the platform.
- 3Recognised Across VehiclesEach new Fund+ vehicle recognises the existing verified profile automatically.
Single Verification Profile
Complete your KYC, AML, and source-of-funds documentation once through the Fund+ digital platform. Your verified profile is securely held and maintained — ready to be applied to your next investment structure without repeating the process.
Multi-Vehicle Recognition
As you invest across different Fund+ vehicles — whether a Cayman fund, a managed SPV, an investment certificate, or a private wealth structure — your existing verification profile is recognised across each. No duplicate submissions. No redundant document requests.
Ongoing Maintenance, Not Repeated Effort
When your documentation requires periodic refresh — as all KYC does under applicable AML rules — Fund+ manages the update process centrally. You provide the update once. It flows through to all relevant vehicles through the platform.
| Traditional KYC per Vehicle | Fund+ Reusable KYC | |
|---|---|---|
| Process | Full re-submission for every new fund or SPV | Complete once, applied across vehicles |
| Document requests | Repeated across administrators | Centralised on the Fund+ platform |
| Timeline impact | Days to weeks per vehicle | Significantly reduced on subsequent vehicles |
| Principal burden | High — same documents, different formats | Low — managed by Fund+ |
| Periodic refresh | Manual, vehicle by vehicle | Centrally coordinated by Fund+ |
| Audit trail | Fragmented across providers | Single, unified, audit-ready record |
KYC and AML processes are conducted in accordance with applicable FSRA and ADGM AML Rulebook requirements. All verification is performed or coordinated by Fund+ in its capacity as an FSRA-regulated assets and funds manager. Reusable KYC profiles are subject to periodic review and refresh requirements under applicable regulations. Fund+ does not represent that a verified profile eliminates ongoing compliance obligations.
How family offices use Fund+
Ready to structure your family's future?
Speak to the team for a confidential discussion of your objectives, jurisdiction, and timeline.