WEALTH MANAGEMENT DIVISION
We are a multi-family office that acts as a single family office to our clients. We have access to a large network of external specialists and can draw on the experience we have gained in serving other wealthy families.
SOME OF THE SERVICES WE PROVIDE INCLUDE:
CHIEF INVESTMENT OFFICER:
With our founders' combined 36 years of experience as portfolio managers, we are our clients’ chief investment officer and help them manage their family portfolios on a consolidated basis.
TRUST AND ESTATE MANAGEMENT:
We sit on our clients' side and advise them from inception of their family trust to maintenance and changes. We help clients to coordinate with trustees, lawyers, tax advisors and accountants.
From single stock and portfolio-backed loans, to property and aircraft financing, we know which banks or institutions offer the best solutions and rates.
ACCOUNTING & DOCUMENTS HANDLING:
We organize and keep a record of all important documents for clients, ranging from trust and corporate accounts to private equity and direct investments. We also work with auditors to verify fund flow accounting and performance tracking.
With the support of counsellors and psychologists, we help clients draw up their family constitution. By getting the family together on a fixed and regular basis, we act as a bridge between multiple generations and help ensure the constitution is followed.
CONSOLIDATED REPORTING & RISK MANAGEMENT:
With our proprietary software, we are able to manage risk on a consolidated basis. We are also able to provide a succinct summary of our clients various accounts, allowing them to understand their overall position and exposure.
NON PRIVATE BANKING MATTERS:
- International real estate purchases
- Client's private investments
- Privately negotiated loans
- Private jet ownership
- Investment structuring advice
- Global residency assistance
- Premium travel service