Ingenuity Family Office
Wealth professionals' traditional ways of operating are being challenged by client demands for increased visibility and control of their affairs, furthermore investors are expressing an increasing interest to maintain all data in one place and having absolute control.
Our role is to guide families and business leaders with the management of listed and unlisted assets according to their constraints and aspirations. We thoroughly analyze the investment proposals of your partners and formulate recommendations in complete independence to limit risk exposure and optimize returns.
Our team has an expertise in: – Wealth planning – Private wealth management strategy – Corporate finance – Corporate services & treasury management – Philanthropy
We carry out a heritage audit, which allows us to assist you in the structuring, organization, capital preservation and transmission of your private and professional wealth.