Wealth Maintenance:


  • Comprehensive Wealth Planning

    We proactively analyze, assess, re-structure and adapt your wealth, based on short and long term goals, in order to achieve sustainability and profitability


  • Legal Structures and Tax Statements

    Follow-up of families’ legal and fiscal aspects.

  • Risk Management

    Assessment of the family wealth’s exposure to risk

  • Insurance Services

    Hiring of insurance services for the family and business after assessing available options and choosing the most appropriate one for each case

Wealth Growth:


  • Financial Management

    Asset diversification, investment portfolios creation and follow-up, analysis and advice on the chosen financial entities

  • Real Estate Property Management

    Real estate property planning and organization, creation and analysis of investment proposals, follow-up and analysis of real estate cycles.

Wealth Transfer:


  • Estate Planning

    Creation of an estate plan to prevent confrontations related to family wealth transfer.


  • Wealth Coaching

    One of the main issues with high social-economic level families rises when children have to take over their parents’ businesses.

    In many cases, heirs do not have the knowledge or training their predecessors had, needed to carry on with the management of the family business. Family Office assists such heirs, guiding and training them

Others:

  • Philanthropic Activity

    Structuring, analysis and supervision of donations.


  • Art Banking

    We introduce our clients to qualified art investment advisors


  • Concierging Services

    We arrange everything related to the family’s welfare, such as trips, show tickets, dinners, holidays, etc.