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By being a single point of contact, we make sure that every aspect of your family office’s needs is diligently met. We help our clients with asset management, private banking, tax planning and reporting, estate planning, management of family operations and governance of existing firms. We also assist in handling all administrative needs, including existing and new accounts, your investment documents and oversight of your firms. This multifaceted approach, along with our firm’s strong belief in a transparent and diligent reporting culture, provides families with a great deal of confidence that their wealth is being managed in a manner consistent with their objectives.
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Each family has a unique investment philosophy. We take a comprehensive approach to creating the optimal strategy to meet your objectives. By means of a structured advisory process, our dedicated private wealth specialists assist families in managing liquidity, recommending and monitoring a suitable asset allocation plan based on their risk appetite. Equipped with strong alliances with institutions in Switzerland, London and the UAE, we also offer our clients access to a wide range of offshore investment opportunities.
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Our goal is to optimize wealth and preserve our clients’ legacy for future generations. By offering a structured estate plan, we make sure that assets are protected with an efficient succession plan. We offer wealth protection solutions and guidance regarding all asset classes and income sources, as well as wealth management and financial literacy training for succeeding generations. Fully aware of our clients’ desire to give back to their communities, we also manage all philanthropic efforts by forming foundations and charitable trusts.
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We focus on wealth families & UHNWI seeking indepented advice on asset allocation, manager selection & supervision of their existing portfolios.
The consulting team undertakes extensive research to all asset classes, they benchmark managers against markets & peers giving clients a clear & holistic view of their portfolio & assets.
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We can arrange a wide range of credit facilities that are secured against your portfolio or property with a lombard loan.
In this arrangement, you retain your portfolio investment while increasing your financial flexibility.
Your credit limit for investment is ready as soon as the private bank recieves the assets, the maximum amount of the approved credit limit depends on the lending value of your portfolio as assessed by global banks.
We have the experts to negotiate the cost of leverage with the private banks & reduce it to preferential levels.
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