WEALTH PLANNING
Being the coordination and assistance to create a full client strategic and financial plan, which will include the family governance and related policies.
- Family Governance
- Investment Strategy
- Family Strategy and continuity
- Wealth transfer strategy
- Business and continuity strategy
- Analysis of professional advisors
- Coordination of advisors
WEALTH CREATION
Being the client’s businesses and business interests that is/are directly/indirectly controlled and/or managed by the client.
- Business strategy alignment within family strategy
- Coordination of external advisors
- Protection of businesses and related fiduciary risks into family strategy
- Liability management
WEALTH PRESERVATION
Being your assets not directly related to your wealth creation portfolio that needs to be preserved and/or allocated as per the client’s strategy.
- Investment Strategy Implementation
- Asset Allocation
- Investment Manager selection
- Investment Vehicle structures
- Alternative Asset Management and Oversight
WEALTH PROTECTION
Which is the overall protection of the client’s assets, personal and family lives, data as well as information.
- Risk and Liability Management, including Insurance planning
- Personal Security and Technology
- Redomicilation services
- Forensic services
WEALTH TRANSFER
Being the process to transfer assets to various beneficiaries at a future event or as planned in the client’s strategy.
- Estate and Succession Planning
- Philanthropy and giving
- Legal and Tax Strategies
- Financial Modelling of Alternative Strategies
- Wills and related administration
LIFESTYLE
Being the services related to the client’s personal lifestyle assets.
- Concierge Services
- Personal Property Management
- Yacht, Jet and Luxury Asset Management
