One stop shop for wealthy families
With a complete set of services that provides answers to all the needs of wealthy families, taking into account all aspects.
Trusted advisor offering tailor made solutions
Every client is treated with precise and relevant advice corresponding to his concerns, hereby eliminating the need to switch advisors and creating a trusted long term relationship.
Independent & Transparent
All matters are treated in complete transparency and independently from external interests, both from a customer perspective and from our partners’ standpoint.
Field expertise and a vast experience of the wealth management industry allow an active and reactive approach to a well-known market.
Ethical & Sustainable
Through its human sized structure aims at socially responsible behaviour towards our clients, business partners and society in general.
Centralizing all the services in one place will provide customers with a lower entry cost and a clear understanding of what they pay for.
Yacht Finance and Administration
Independent and transparent coaching of family and institutional wealth based on understanding of family values and expectations
Support in defining wealth management long term strategy
Translating LT strategy into risk profiles and investing strategy
Support in the identification of best suited asset managers
Assistance in establishing/redefining banking and insurance relationship
Relocation and Concierge services
Everything you need for foreign ventures.
Service doesn’t stop after relocation
MOVE IN Relocation Service Programme
- House search and lease contract formalities
- Assistance and coordination move
- Utilities arrangements, legalities townhall
- School introduction
- Bank & insurances facilities
MOVE OUT Relocation Service Programme
- Notification lease contract, assistance move, exit survey
- Disconnetion utilities
- Follow up final bills, bank, post, insurances
- Checking out at City Hall
Analysis of performances, risk-returns, cost by class of securities
Monitor evolution of portfolios and coherence with risk profile
Advice and support in buy/sell transactions, from evaluation through execution
Analysis of real estate portfolios
Support and advice in real estate investments/divestments
International Real Estate
Real Estate Services & Direct Investment Opportunities
Commercial, Residential, Industrial, Hospitality, Care
Financial Services, Management
Real Estate Funds & Participation opportunities
Residential Fund, Care Fund, Retail & Office Fund, Industrial & Warehousing Fund