- Offers comprehensive financial oversight of all liquid financial
- Offers daily management of all illiquid assets, such as real
- Offers advice free from conflicts of interest and will not sell products.
- Offers a comprehensive monthly report of all estate activity for no additional fee.
- Portfolio Analysis and Investment Implementation Services
- The design of the Strategic and Tactical Asset Allocation
- The selection, evaluation and monitoring of external portfolio managers and custodians
- The establishment of flexible structures in order for members of the same family, with different risk profiles, to be able to separate their financial assets and get tailor-made portfolio management
- The consolidation of portfolios into a unified When assets are in different custodians or countries, a consolidated view allows for better monitoring of the total investment risk
- The continuous oversight of all tax issues, aiming to optimize the total portfolio’s tax obligations
- The preparation of seamless successions to the next generations by contributing to their financial literacy
All around the world, ultra-wealthy families are seeking the optimal way to professionally manage their assets. They do so aiming to not only preserve and grow their fortunes, but also to smoothen the transition to the next generation.
Family Offices provide estate and financial services, and receive direct oversight from a family trustee or administrator.We are Helping you to seize opportunities, manage risks, make a positive impact and protect your family legacy. So, By investing your wealth in a way that aligns with your deeply-held values you can lead the way in solving society’s problems, build a great legacy for the future while also generating financial returns.
How should the wealth management leg of the family be organized in order to
ensure that the family wealth is managed in a way consistent with her investment objectives?
All the services that we offer include analysis and forecasting, professional evaluation and
advice, specific recommendations, implementation support, a structure for making decisions, compacting with your family wealth investment structure.