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