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Family Office

Offering a specialized service for defining a successful strategy in dealing with the complex issues of managing family wealth

 

Our Family Office service combines all our prime services such investment advisory, portfolio management and wealth planning into a unique premium service that focuses on the financial side of the family capital.

 

The family office service:

 

  • consolidates assets invested in different banks

  • optimizes costs via efficient wealth planning

  • advises on investments or manages portfolios

  • monitors and controls risks

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By leveraging our external network of specialist professionals in the wealth planning sector as well as our relationships with leading custodians, we’re able to offer a comprehensive solution for family wealth. Such solutions often include the unquoted shares in the family business or non-traditional assets such as real estate.

 

Governance mechanisms and clear investment policy guidelines are designed according to the long-term aspirations and investment objectives of the family. The flexibility to fully customize the service according to personal preferences makes our offering truly value adding and effective.