We accompany families in protecting and sustaining their wealth over time,
not only financially and entrepreneurially, but also in family relationships across generations.

We do this by making it easy to manage assets through
personalized advice that takes into consideration
identified and shared interests and priorities.

Investment and asset tracking

Ongoing communication with banks and managers
in order to constantly monitor all assets.
Customized reporting: asset consolidation, consolidated performance calculation, cost control, analysis and comparison
of management mandates, in-depth fund analysis and other services upon request

Strategic asset allocation

Customized benchmarks: definition of objectives,
risk profile and strategic asset allocation.
Definition of a strategic long-term
wealth management plan and efficient implementation

Investment ideas

In-depth study, analysis and evaluation of specific investment solutions
(including alternative investments, such as Private Equity and direct investments)

Education and training

Development and involvement of next generations, promoting the necessary knowledge
for an adequate plan of continuity in managing heritage between generations

Tax & legal support and coordination

In collaboration with third-party specialists (including lawyers, accountants and trustees)
we assist clients in civil, legal and tax related matters concerning their assets

Generational transfer and estate planning

Help in handling a delicate and crucial matter,
which needs to be managed and planned carefully and timely

Customized services

Support in various areas including
Real Estate, Trusts, corporate assignments, philanthropy