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.

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.
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