We assist families with understanding their financial needs, analysing their liquid and illiquid assets and investments, devising the most appropriate asset allocation and investment strategy.

We focus on two core principles: preserving your capital and growing its value over time. We'll define your objectives, build a tailored portfolio, continuously monitor it, and make adjustments to align with market changes and your evolving needs.

We help you to establish the family governance framework, decide on the future objectives and the roles of the next generation, we assist in family meetings, and we provide directorship, protector and administrative services to ensure the long-lasting stability of the family.

For wealthy international families, the complexity of their investments and holdings requires careful structuring. Therefore, we liaise with legal, accounting, trust and tax experts to find the most beneficial structure for you and assist you in managing and administrating it.

Moreover, we have a unique expertise in assisting clients with relocation, assuring the adherence to regulation in both jurisdictions and taking care of the administrative burden.

We represent our clients and help them in all their dealings with financial institutions, investment houses and specific investment opportunities, from the formalities, to the negotiation of fees and the close monitoring.

We provide a consolidated global view of the Family assets, and provide detailed reports on performance, risk management and costs.