Business Meeting

What is a family office?

A family office is an organization of experts with which families obtain comprehensive and professional management of their assets. In particular:

  • Investment management (financial and non-financial assets).

  • Optimal diversification of wealth.

  • Complete fiscal, legal and cost efficiency.

  • Returns enhancement.

  • Conflict free family succession.

What to expect from us

Being your family office

Professional management of your family’s estate, financial analysis and reports, as well as comprehensive strategic consulting.

Results and objective focused advisory

Completely aligned with your interests and goals.

A proposal for a different kind of service

Flexible, adaptable, with constant communication, focused on your needs.


Conflict free advisory

We are paid exclusively by you, our client. We do not receive commissions or incentives from third parties, we do not sell products.

Business Meeting

Our Method

Brainstorming
Business Meeting
Business Meeting

Diagnosis

Estate’s status quo analysis. Definition of objectives, goals, risk identification and decision-making processes.

Holistic Proposal

Presentation of the estate’s holistic plan, structure of the decision-making processes, definition of scope and timing.

Execution

Monitoring and adjustments to the proposed strategies, using reports and evaluations in order to continue the improvement of the estate plan.