SERVICES
We offer professional advice and strategic assistance for the assets preservation of our customers.
We take care of their material and immaterial wealth through a tailor-made service that includes the active governance of alternative assets and the protection of future generations. The confidentiality and privacy of information are essential conditions for us to establish a full and efficient collaboration.
Our services:
Governance
Family Board, Meetings, Council, Values
Investment Management
Financial Advisory, Asset Allocation, Risk Management, M&A
Wealth Transfer
Trust, Succession Planning, Insurance
Administrative Functions
Reporting, Back Office, Accounts Payable
Tax & Legal
Tax & Legal, Advisors, Support and Management
Estate Planning
Property Management, Rights to Ownership, Rights to Income
Education
Generational Issue, Confidentiality, Mentoring
Philanthropy
Social Responsibility, Charitable Givings