Family Office
Acting for many of the world’s wealthiest, we provide independent and tailored services designated to shoulder the burdens of accumulated private wealth. Always with a deep sense of discretion, diligence, impartiality, independence, transparency and high value-added in the short, medium and especially the long term.
We are recognized for our ability to deploy well-configured, cross-border platforms that provide the depth of knowledge, breadth of experience and responsive service that our clients and their families require to meet their critical objectives.
Alma Heide
ACCOUNTING AND BOOKKEEPING
- Family considerations;
- Discretionary management and administration of family assets;
- Coordination of financial planning and succession planning to ensure control and asset preservation;
- Coordination and supervision of offshore trust information;
- Philanthropy facilitation;
- Global coordination and guidance
MANAGEMENT OF THIRD PARTIES
- Manage and monitor relationships with selected counterparties:
- Tailored services to families in various areas: financial-, legal-, and tax optimization.
CONSOLIDATED REPORTING
- Providing consolidated reporting of all your bankable and non-bankable assets;
- Trust accounting and maintenance of asset ledgers.