ALL SERVICES
Family Office
“All we have to decide is what to do with the time that is given us” – J.R.R. Tolkien
We assist wealthy families in defining and coordinating the architecture of their wealth to ensure its continuity, preservation, and growth over time.
We lay the foundations for the successful transmission of wealth to future generations.
We are a group of professionals able to help our clients in understanding, organising and monitoring their assets with the aim of maximising their most precious resource: their time.
We lay the foundations for the successful transmission of wealth to future generations.
We are a group of professionals able to help our clients in understanding, organising and monitoring their assets with the aim of maximising their most precious resource: their time.
A supervision performed through asset consolidation services, definition of Strategic Asset Allocation, monitoring and coordination of the performance of all counterparts (banks, asset managers and family professionals).
A fundamental ‘keystone’ that determines the success in preserving, growing and transferring investors’ wealth.
Through the development and growth of in-house resources and with the help of an established network of professionals and external counterparts, we first identify the needs and wishes of our customers.
Supervision
Consolidation of assets and performance through customised reporting
Analysis and comparison of counterparties’ performance
Ongoing dialogue with all counterparties in the family
- Cost control and negotiation of efficient terms
Insight and synthesis of solutions proposed by different counterparties (including alternative assets, private equity and direct investments)
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Consolidation of assets and performance through customised reporting
-
Analysis and comparison of counterparties’ performance
-
Ongoing dialogue with all counterparties in the family
- Cost control and negotiation of efficient terms
-
Insight and synthesis of solutions proposed by different counterparties (including alternative assets, private equity and direct investments)
Support
Support in philanthropic activities
Support in succession planning and generational transition management
Coaching in the management of “extraordinary” asset events (e.g. extraordinary financial transactions for the family business)
Support in the international relocation process
“Education” and “know-how” development of family members and new generations
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Support in philanthropic activities
-
Support in succession planning and generational transition management
-
Coaching in the management of “extraordinary” asset events (e.g. extraordinary financial transactions for the family business)
-
Support in the international relocation process
-
“Education” and “know-how” development of family members and new generations