Wealth planning to reach new heights
WHAT WE DO
Successful and wealthy people tend to be very busy people and, for this reason, they require to have a trusted, competent and experienced team alongside them to deal both with long-term and day-to-day cares. Private clients and entrepreneurs are a vital part of our business. Wealth protection planning is an essential component for the development of efficient private wealth planning strategies. Our specialised services in wealth protection planning, are mainly focused around the use of entities based in International finance centres. This helps us to develop asset protection strategies to better preserve your wealth.
OUR BUSINESS AREAS
International and cross borders Tax Planning and Advice
Trustees Services
Estate Planning and Family Office
Investment funds formation and administration
Retirement strategies
In our hands, you are in good hands
COUNSELLING and LIFESTYLE MANAGEMENT
We counsel, assist and handle all relevant matters on behalf of the Family to help the Family realise its vision and assist current and future generations in living an affluent life in a constructive and personally satisfying manner. Every relation is nurtured and every task, from cash flow management to leisure support, is fulfilled with great care.
INVESTMENT
We create diversified investment portfolios that are designed to provide consistent, risk-adjusted returns on a medium and longer term basis. Each portfolio is constructed using our sophisticated investment management process.
TAX SERVICES
Our tax advisors are dedicated to serving the unique needs of each family office. Our team has an international and extensive experience resolving the complex tax issues faced by families of significant net worth and the businesses that they own.
TRUSTEES SERVICES
Through our affiliates we provide independent trustees services in various jurisdictions with a strong expertise in International regulations and legislations, managing and administering on-shore and off-shore entrusted assets for our Clients.
REAL ESTATE
Many families find the administration of estates to be overly complex and time consuming with significant risk exposure. We provide the guidance and oversight to properly administer estates to ensure a family’s legacy is maintained across generations, but we also deal with sales and acquisitions, property funds and financing, provision of property holding companies and trusts.
RETIREMENT STRATEGY
We provide solid retirement plans tailored on the real goals our clients wish to realise, finding the way to make their priorities happen and protecting their wealth from unneeded financial risks. Our advisors help our clients to make their life transition smooth and fruitful.
PHILANTHROPY
Many affluent families believe that every individual has a responsibility to their community. Since giving is different for everyone, we provide the thought leadership and advisory capabilities to structure meaningful solutions that engage and empower all family members in giving back. We provide administration, grant letters, processes, policy development and adherence, and education and advice on alternatives regarding structures and management.
The best ideas for your money
FUNDS
STRUCTURED NOTES
Most of the institutional investors have specific investment requirements based on their risk profile appetite, investment objectives, cash flow modelling.
WE GRANT
We adopt a “common sense” approach in the selection of investments which is a result of our total independence and impartiality (cash products, equities, government and corporate bonds, commodities, mutual funds, structure products, and alternative investments such as private equity and hedge funds). Our independence enable us to deliver value-added solutions and a tailor-made service to best fit the strategic implementation. We strive for excellence, searching products which best fit the client objectives providing performances superior to the benchmark indexes.
Our costs’ structure is very simple to calculate and understand.
Referring to banking costs, we have the opportunity to propose to our clients special conditions and in particular the application of an “all-in fee”, where the total banking costs are clear and fixed independently from the number, type and amount of the transactions.
CLIENT’S PROFILE ANALYSIS
To provide a real tailor-made advisory service, we carefully study the profile of every client to analyse his assets and understand his possibilities/attitude to risk, his goals and ambitions.
ASSET SELECTION
To maximise investment returns we choose the most appropriate assets and balanced portfolios.
ACTIVE MANAGEMENT
Portfolios need to be actively adjusted to take account of fast changing market conditions. For this reason, we combine our balanced, strategic approach to asset allocation with active management of the underlying assets and tactical allocation adjustment to consistently maintain an optimal blend of assets.
QUALITY AND CLARITY
In support of our investment managers and our asset selection, we buy high calibre independent research, utilise high quality external dealing, banking and custody partners and maintain best practice with regard to fees, dealing and general costs.
PORTFOLIO FOCUS
The client’s portfolio is built and managed by a selected team of investment managers to combine their understanding of a client’s specific requirements, with asset allocation guidance from our investment committee and investment selections from our research team.
Today, Tomorrow, Together
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incidtation ullamco. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incidtation ullamco. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incidtation ullamco.