We assist our clients by applying an integrated consulting model which combines strategy and implementation, across 3 different levels of expertise.
What a Family Office does:
Defines the appropriate family governance strategy to be implemented through the application of specific family governance structures and methodologies
Foresees and manages the discontinuities that may occur along a family’s life
Provides a consolidated view and reporting of the family’s fortune
Monitors all asset classes composing the fortune
Interprets and measures risks besides controlling costs
Facilitates a privileged access to the worthiest investment opportunities
Assures confidentiality in the treatment of information