Family Office

Advice and support in the areas of finance, organisation and administration for family offices.

Finance

We establish a collegial and collaborative relationship, prioritising the interests of the client above all else. We provide comprehensive counselling services to families and family offices.

Define a roadmap to reduce complexity with a consolidated view of your family’s present and future needs.
Relationships with banks
Review, redefinition of existing mandates

Organisation

In our advisory role, we support you in making the best choices to protect your assets and the needs of your family.
We offer a transparent and holistic approach to the challenges and opportunities your family faces. We take care of the details, enabling you to concentrate on your own priorities..

Definition of governance in order to establish a family charter.
Creation of communication and training platforms for future generations.
Identification and organisation of adequate training of staff.

Administration

We support you for all administrative procedures with third parties.
We work with a network of professionals (notaries, lawyers, architects, concierge service, etc.) that we can recommend to you if necessary.

Procedures/Interventions with administrations
Management of tangible assets such as real estate, yacht, private jet; acquisition/sale, consolidated reporting
Personal assistance such as staff management, secretarial, invoicing