Family Office

Conseils et accompagnement dans les domaines de la finance, organisation et administration pour les Family Office.

Finance

Nous établissons une relation collégiale et collaborative, en donnant la priorité aux intérêts du client avant tout. Nous fournissons des services complets de conseil aux familles et aux Family Offices.

Définition d’une feuille de route afin de réduire la complexité grâce à une vue consolidée des besoins présents et futurs de votre famille.
Relations avec les banques
Revue, redéfinition de mandats existants

Organization

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, so you can enjoy the big picture.

Definition of governance in order to establish a family charter and create communication and training platforms
Preparation for future generations
Identification and organization of adequate training

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