What we do
Wealth advisory that unites strengths for your family and organization
Services
We adapt to offer you the service you need for your current asset situation.
Wealth advisory services
A comprehensive support service for the overall management of your assets. We offer advice based on independence or discretionary management, adapting to your needs and objectives. It includes training in wealth management for your organization, support in family governance (family protocol, succession planning, testamentary dispositions, partner agreements, etc.), preparation of advisors and the role of global wealth coordinators, working in alignment with your trusted advisors.
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Consulting
We develop specific projects on the different areas of your wealth. We assist in the creation and institutionalization of Single Family Offices and entities, the design of governance structures, the preparation of wealth and family succession, the management of liquidity events and the definition of a shared mission and vision. Our goal is to help families and institutions preserve their wealth, strengthen their cohesion and ensure their long-term success.
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Training
We use training and analysis of real cases as a key learning tool to anticipate the challenges of the heritage. We offer this service from one-off sessions in family assemblies to tailor-made training programs for a family or for several generations simultaneously.
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Comprehensive services for the management of your assets
Equity analysis
Analysis of the initial equity situation, including business, real estate and financial assets. The objective is to have a starting point including the analysis of costs, tax structure, risk exposure, cash flows, corporate composition and equity governance.
Investment policy
The second and most important step is to define the strategic asset plan or investment policy, which will be the compass guiding asset management. The objectives, restrictions and needs of each owner are defined in order to specify the roadmap (liquid and illiquid assets).
Implementation and ongoing monitoring
An implementation strategy will be developed and put in place, starting from the initial situation and optimizing expenses and taxes, according to the objectives and needs. This part includes an aggregated and personalized wealth report, follow-up meetings, tactical adjustments of the portfolios, recurrent training, etc.
Family Offices
The Family Office is a professional organization dedicated to family wealth management and family affairs. We offer: design and constitution of a Family Office, remuneration and talent retention systems, definition of the family wealth mission, benchmarking vs. other FOs and institutionalization of the Family Office.
Leadership and Governance
We analyze the specific situation of each family with the objective of providing the necessary guidelines so that the following generations preserve the financial and business assets, there is good communication between family members, they are well prepared, and the family is well prepared for the future.
Specific projects
Training and preparation of heirs, preparation after the sale of the company, succession plan, testamentary dispositions, estate planning. Our training service ranges from attending a family meeting (1h or 2h), to several years of family training programs.
Business Schools
We teach Family Wealth Management executive programs at various business schools, designed to help families and family office professionals or institutions to identify, plan and manage family and investment relationships more efficiently.
Best practices
Training and sharing experiences of other families, institutions or Family Offices is the basis for acting differently and learning how those who are in a similar situation act in certain circumstances.
Tailor-made for the customer
Our training services range from attending a family meeting to multi-year family training programs. We have provided training to the next generations, to professional teams of family offices, boards of trustees, investment team or the Investment Committee, according to the needs of the family.
