Our range of services aims to:

  • Assess and regularly monitor all aspects of families’ wealth.
  • Focus on wealth structure and analyse it through different perspectives.
  • Provide best of breed services directly or indirectly.
  • Maintain independence from third party services providers.
  • Rationalise the wealth management process by minimising cost, maximising the level of service and harmonising needs.
  • Limiting the number of partner families in order to maintaining close and exclusive relationships with them through a unique “private club” approach