Family Office

We are an independent financial advisor providing wealth-preservation solutions to our clients. Our model rests on three pillars:

1. Wealth Planning
   1. Analysis of each client’s business and wealth structure to achieve its legal and fiscal optimization.
   2. Family governance definition.
   3. Succession planning.
   4. Selection, coordination and monitoring of the family’s legal and fiscal advisors.
2. Global Investment Strategy
   1. Optimization of risk-adjusted returns through a strategic planning process.
   2. Strategic asset allocation: financial assets, alternative assets, real estate, ownership in private companies.
   3. Managers’ selection process in order to implement the strategic allocation.
3. Monitoring and Control
   1. Integrated reporting.
   2. Control of risks, investments and managers of the family wealth.
   3. Optimization of all costs related to the family wealth.