Our Services

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.

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Independent & Transparent

All matters are treated in complete transparency and independently from external interests, both from a customer perspective and from our partners’ standpoint.

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Hands-on approach

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.

Cost Efficient

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

Family Governance

 

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.

Concierge Services

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

Asset Management

 

Analysis of performances, risk-returns, cost by class of securities

Monitor evolution of portfolios and coherence with risk profile

Benchmarking

Consolidated reporting 

 

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Private Equity

 

Advice and support in buy/sell transactions, from evaluation through execution

Analysis of real estate portfolios

Support and advice in real estate investments/divestments

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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 

 

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