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.