Our bespoke solutions have been crafted to support the structure, management, preservation and growth of your wealth.
We take on all administrative activities in connection with financial institutions, assets managers and any other providers involved with the structure and management of your wealth, so that you can concentrate on running your affairs and on the important decisions related to your wealth.
We provide full consolidation of your entire wealth and assets, no matter their location, form and how they are maintained and administered. At any time and from wherever you are, you can assess your global wealth, its evolution, aggregated returns and associated costs and risks, from our personalised reports and encrypted web-based platform. This consolidation service applies to both intangible and tangible assets and can include also private equity investments, related documents like notary acts, certificate of authenticity and tenant agreements.
Consolidation of all types of assets (bankable, non-bankable, liquid and illiquid) including in-depth portfolio analysis, covering own usage or buy-to-let properties, insurances, private equity investments, arts, cars and any other fix investment.
Aggregation of data from multiple sources through interfaces from custodian banks worldwide, including performances, costs and risks of all assets.
Harmonic comparison of all consolidated information from any source (transactions, performances, deposits, currencies, geographies, sectors, capital movements).
Comparison of portfolios' costs and performances of every financial partner, grouped by financial institution, asset class and even transaction type.
Identification of potential conflicts of interest or divergence between the strategies of your financial partners.
Monitoring of your future cash flow projections and analysis.
Detecting, measuring and analysing risks generated by your holdings.
Tracking your asset’s history, including assets sold or bank accounts closed.
We leverage our experience and network in the wealth management industry to provide you with prime advice and solid support to take considerate decisions.
Negotiations on your behalf with financial institutions, while monitoring risks, costs, fees and past experiences of your counterparts.
Review of the allocation among asset classes such as real estate, private equity, hedge funds, artworks, securities, insurance policies and more.
Advice on the creation of leverage, hedges and monitoring of debt levels.
Coordination of due diligence checks in mergers and acquisitions activities.
Tax and legal support in cooperation with external partners to offer tailor-made and sophisticated solutions.
By working closely with experienced and regulated wealth planning partners, we leverage our expertise and network in the wealth planning industry to provide you with prime and tailored services to fit your requirements.
Financial planning and wealth overview
Enabling you to attain a complete overview of your financial status, forming the base for discussing the systematic planning of your wealth from various angles, including finance, tax and estate planning.
Establishment of personalised structures
Dedicated expert guidance on the structuring of your wealth – from private trusts, single family offices, insurances, to investment funds, foundations or equivalent structures.
Relocations
Offering advice when moving to a foreign country, covering tax elements, marital and inheritance laws, insurance and pensions, as well as support in coordinating their move.
Philanthropy
Helping you make charitable donations that reflect your family values and passions, create a legacy for future generations and bring about change.
Successions
Helping you to arrange your wealth so that it can be passed on to your heirs.
Citizenship
Working closely with experienced service providers to ensure processional and prime support and advice.
Our services are tailored to support any concierge needs you may have. Depending on your specific requirements, we collaborate with carefully selected partners for duties including - but not limited to - events participation, travel arrangements, document storage or high-end shopping.
