FAMILY OFFICE

Through an independent and personalized service, I comprehensively handle all administrative aspects of my clients' family assets.
Some other services provided include:

Support for any tax, legal or accounting solutions
Help in long-term estate planning and operational continuity.
Consolidation of all or part of the assets of the family wealth.
Supervision of banking relationships for both asset management and credits.
Global analysis of asset, insurance & real estate files allocation.
Concierge services, diverse organization and help in charity support/sponsorship.

 

STRENGTHS AND ASSTES
Independence, transparency
Personalized service, dynamism
No conflict of interest
Extended network of relationships
Long banking and financial experience
Availability, flexibility
Global consolidation of assets
Analysis and control
Price comparison and competitive bidding
Long term business relationship