We assist the Family with understanding their financial needs, analyzing their assets and investments, both liquid and illiquid, and devising the most appropriate asset allocation and investment strategy.

Our portfolio management services are centered on two core principles – capital preservation and appreciation of your capital over time. We first define your objectives, then construct the asset allocation, build the portfolio, continuously monitor it and make the necessary adjustments in line with market developments and your needs

We help you to establish the family governance framework, decide on the future objectives and the roles of the next generation, we assist in family meetings, and we provide directorship, protector and administrative services to ensure the long-lasting stability of the family.

For wealthy international families, the complexity of their investments and holdings requires careful structuring. Therefore, we liaise with legal, accounting, trust and tax experts to find the most beneficial structure for you and assist you in managing and administrating it.

We represent our clients and help them in all their dealings with financial institutions, investment houses and specific investment opportunities, from the formalities, to the negotiation of fees and the close monitoring.

We provide a consolidated global view of the Family assets, and provide detailed reports on performance, risk management and costs.