ZIMIN
At ZIMIN MANAGEMENT, we offer tailored family office services designed to support high-net-worth families and international clients navigating life, business, and legacy planning in the U.S. From strategic wealth preservation and multi-generational estate planning to lifestyle management, relocation advisory, and philanthropic coordination, our team provides discreet, end-to-end solutions to ensure seamless integration, stability, and long-term success for you and your family.
Build Your
Future
USA
Estate and Family Governance
Wealth and Investment Management
Lifestyle Management & Relocation Advisory
MANAGEM

Family Office Services

Wealth and Investment Management
  • Management of diversified investment portfolios (equities, bonds, funds, startups, real estate)
  • Establishment and administration of private family investment funds
  • Selection and oversight of third-party asset managers and advisors
  • Deal structuring and partnership sourcing for co-investments
  • Advisory on high-value transactions involving real estate, land, and operating businesses in the U.S.
  • Due diligence and investment risk assessment
  • Liquidity management, financial reporting, and performance monitoring
  • Cross-border investment advisory and international diversification strategy
CALENDAR
Tax Structuring and Legal Advisory
  • Creation of holding structures, private trusts, and family foundations
  • International tax planning, particularly during relocation or changes in tax residency
  • Optimization of global tax exposure for multi-jurisdictional asset holdings
  • Legal advisory and structuring for high-value transactions
  • Asset protection and personal privacy strategies
  • Advisory on international tax residency compliance
  • U.S.-compliant structuring for companies, trusts, and funds
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Estate and Family Governance
  • Multi-generational wealth transfer planning
  • Establishment of trusts, wills, and family agreements
  • Education and mentorship of heirs in financial literacy and business operations
  • Development and implementation of family constitutions and governance councils
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Real Estate Advisory and Asset Management
  • Sourcing, acquisition, leasing, and disposition of residential and investment properties across the U.S.
  • Management of renovations, interior design, and ground-up construction projects
  • Oversight of property documentation, tax filings, and insurance compliance
  • Engagement and supervision of local property management companies
  • Yield analysis and long-term investment performance review
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Lifestyle Management & Relocation Advisory
  • Comprehensive support for relocating to the U.S.
  • Guidance on obtaining Green Cards, investor and business visas (within legal frameworks)
  • Sourcing and securing residential properties for purchase or lease
  • School and university selection, local integration, and cultural adaptation
  • Connection to medical, insurance, and social infrastructure services
  • Recruitment and management of domestic staff (nannies, private security, housekeepers, drivers)
  • Academic advisory, including private tutors and mentorship for children
  • Full support with university admissions, portfolio preparation, and visa application
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Philanthropy, Brand & Reputation Management
  • Creation and administration of private charitable foundations
  • Strategic planning of family philanthropic initiatives
  • Support in launching and managing public projects and charity programs
  • Engagement in reputation-building and legacy initiatives
  • Oversight of donation programs and impact measurement
  • PR and personal brand management for family members
  • ESG strategies and sustainability alignment
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