Family Office
Independent guidance in the management of your assets
Personalised financial services, delivered with complete transparency and independence.
01
Structuring: provider selection, coordination and negotiation
- Selecting with you the best bankers, managers, tax advisers, notaries, estate agents… and assisting you in establishing relationships with these providers
- Coordinating your account openings
- Setting up your wealth management mandates
- Assistance with and negotiation of your credit applications
- Favourable rates negotiated with many sound institutions
02
Oversight and analysis
- Reviewing with you how your risk profile evolves over time
- Consolidating your assets and analysing the risks they are exposed to
- Monitoring and renegotiating all your banking, tax and accounting fees…
- Ongoing evaluation of your managers' performance
- Analysis of, and opinion on, investment proposals you receive
03
Day-to-day assistance
- Help with all your administrative procedures, finding housing, schools…
Family Office
Long-term follow-up
Our outlook is intergenerational. We offer you a link between generations by assisting you in the transfer of your wealth.
Would you like to know more?
Our managers are available to review your situation in complete confidentiality.