Family Office & Private Wealth Management

Family Office
& Private Wealth Management

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Family Office Services

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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Investment Management & Advisory Services

We focus on affluent families and ultra-high-net-worth individuals who seek truly independent advice on asset allocation, manager selection, and the ongoing oversight of their existing portfolios. Our investment management team conducts in-depth research across all major asset classes, including traditional and alternative investments. We rigorously evaluate and benchmark investment managers against relevant market indices and peer groups, enabling us to identify strengths, weaknesses, and potential areas for improvement. By aggregating and analyzing data from all of a client’s custodians and investment managers, we provide a clear, consolidated, and holistic view of their overall portfolio and underlying holdings. Through this disciplined and independent oversight, we help clients optimize portfolio structure, enhance risk-adjusted returns, and ensure their wealth is managed in a coherent, coordinated way over time.

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Estate Planning

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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Consulting

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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Arranging Credit & Lombard Lending

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.

Happy To Discuss About Your Requirement

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