FAMILY OFFICE

WE PRESERVE, GROW AND TRANSFER WEALTH OVER TIME

We support high-net-worth families in structuring and coordinating their wealth architecture to ensure continuity, preservation, and long-term growth. We lay the foundations for the successful transfer of wealth to future generations.

We are a team of professionals capable of assisting our clients in understanding, organizing, and monitoring their assets, with the objective of enhancing their most valuable resource: their time.

Our supervision is delivered through services such as wealth consolidation, strategic asset allocation definition, and the monitoring and coordination of all counterparties’ performance (banks, asset managers, and family professionals).

A fundamental cornerstone that determines the success of preserving, growing, and transferring wealth over time.

Through the development and growth of our internal resources, supported by a well-established network of professionals and external counterparties, we first identify our clients’ needs and aspirations.

Supervision

  • Wealth and performance consolidation through tailored reporting
  • Analysis and comparison of counterparties’ results
  • Ongoing dialogue with all family counterparties
  • Cost control and negotiation of efficient conditions
  • In-depth review and synthesis of solutions proposed by various counterparties (including alternative assets, private equity, and direct investments)

Support

  • Support in philanthropic activities
  • Support in succession planning and generational wealth transfer
  • Support in managing extraordinary wealth events (e.g. corporate finance transactions related to the family business)
  • Support in international relocation processes
  • Education and development of the know-how of family members and future generations