We represent our clients in all their relationships involving financial service providers. This format provides a strategic global view of the assets being monitored.
Real estate, equity interests, and other illiquid investments can also be added and monitored.
We actively participate in the financial education of successors and heirs.
Based on the objectives and risk profile of each client, we elaborate a customized asset allocation strategy. When setting up portfolios with this asset allocation strategy, we find the best instruments and managers available in the market.
Financial recommendations are presented independently and impartially, according to each client's necessities. A well-established network of contacts with banks, fund managers, consultants, and other service providers allows us to map out an extensive selection of the best solutions in the market.
Recommendations on tax planning and estate structures can be made together with reputable firms and professionals at large banks.