MISSION
OUR MISSION
We are our Families’ “trusted partners”, in charge of the:
-
coordination all or part of the projects or interests you wish to delegate or outsource,
-
supervision and monitoring of the projects carried out by your wealth managers (fund managers, bankers, insurers, lawyers, staff, etc.)
-
resolution of any issues that may affect your business, financial or matrimonial interests (business, assets or family),
We coordinate, monitor, document and provide you with adequate feedback to help you make informed decisions while also helping save you precious time. Once the decision has been made, we ensure implementation and follow-up.
ASSIGNMENT
SAFEGUARD FAMILY UNITY
-
Define a family strategy
-
Organize family governance
-
Succession planning
-
Monitor shared assets’ holding vehicles
-
Ensure inter-generational cohesion
PRESERVE CAPITAL
-
Diversify assets and risks
-
Measure performances, risks and costs
-
Monitor asset managers
-
Set up a tailored consolidated data report system
INCREASE ASSETS
-
Define investment goals
-
Build a Bill of specifications
-
Define and monitor strategic allocation
-
Streamline and negotiate costs
-
Select asset managers and depositaries
ADVISE AND SECURE
-
Select, coordinate and supervise advisors and other service providers
-
Train and safeguard future generations
-
Simplify and record wealth choices
-
Provide administrative services
ENGAGEMENT
Our missions are systematically and precisely described in a main engagement letter, which outlines the general framework for our role and generally covers the following services:
-
Financial counsel: wealth planning and supervision organised with our strategic partners, leading wealth management institutions that share with us a similar DNA, specific service providers and stakeholders in these missions.
-
Wealth advice: planning, coordination and management of business, financial and matrimonial projects
-
Administrative assistance