Asset Protection, Strategic Structuring and Planning

We have relationships with several international legal teams to ensure our clients the proper legal structure specific to their needs.

Consolidated Reporting

Our reporting and aggregating technology is made available for financial and non-financial assets in multiple currencies on a global basis. The reports are custom generated for each of our family’s needs.

Asset Management
and Investment Advice

A dedicated investment team will define an asset allocation / investment strategy customized for the clients needs. We offer open architecture, best in class
and global custodians in
a transparent manner.

 

Holistic Approach

With our own capabilities and our extensive, international network we are the primary partner a client needs to manage family affairs and initiatives.