Our Family Office services are intended for families desiring to put in place a sustainable wealth management strategy for generations to come. And more specifically for those whose wealth has a complex structure due to its nature, composition or size.
Depending on your personal, entrepreneurial and family situation, we consult experts who have the most appropriate skills in each discipline from law, to taxation, financial engineering, private equity and corporate finance. We do this in a totally transparent manner and then centralise and coordinate the advice from these specialists to provide you with a long-term wealth strategy that can evolve as necessary. Our value-add consists in understanding the relationship between these often divergent opinions and applying them to best fit your family’s wealth management strategy. In addition, we give you personalised tracking tools and other applications as necessary in order to provide you with a consolidated vision of all your assets.