Family office
We serve as a single point of contact to simplify and streamline family's financial relationship process, ensuring our finances are prioritized within the context of your broader arrangements.
We procure and coordinate both internal and external specialist |
We preserve family values and grow wealth
Management of listed and unlisted investments (portfolio management)
Counseling on family-owned company transfers or strategic mergers and acquisitions
Reporting and consolidation of family assets, including real estate and private assets.
Banking services, credit, and financing.
Patrimonial structures and asset holdings through trusts, securitization, holding companies, foundations, funds, etc.
Trust and tax services through 3rd parties
Management of listed and unlisted investments (portfolio management)
Counseling on family-owned company transfers or strategic mergers and acquisitions
Reporting and consolidation of family assets, including real estate and private assets.
Banking services, credit, and financing.
Patrimonial structures and asset holdings through trusts, securitization, holding companies, foundations, funds, etc.
Trust and tax services through 3rd parties
Research and financial analysis
Research and financial analysis