Overview

Consolidated Reporting

Total wealth consolidation including illiquid asset classes
Multi-currency, multi-custodian, and multi-client capability
Control and reduce asset management cost
Day to day management

Investment Management Advisory

Asset allocation advisory - selection of investment advisors (private banks & asset management companies)
Investment proposals evaluation
Review and monitor direct investments

Wealth structuring

Trust & Foundations
Preserving wealth within and between generations
Philanthropic advice

Family Owned Business Support

Family cost management
Complex tax and accounting
Strategic business development solutions (marketing & accounting support, finance solution)

Our goal is to ensure that all services provided contribute to the prosperity of your heritage, while ensuring its preservation and development by selecting and coordinating with the most appropriate providers.