Family office
We serve as a single point of contact to simplify and streamline your family's financial relationship process, ensuring your finances are prioritized within the context of your broader arrangements.
We procure and coordinate both internal and external specialist |
We preserve and grow your family’s values and wealth
Management of listed and unlisted investments (portfolio management)
Counseling on family-owned company transfers or strategic mergers and acquisitions
Reporting and consolidation of family assets, including real estate and private assets.
Banking services, credit, and financing.
Patrimonial structures and asset holdings through trusts, securitization, holding companies, foundations, funds, etc.
Trust and tax services through 3rd parties
Management of listed and unlisted investments (portfolio management)
Counseling on family-owned company transfers or strategic mergers and acquisitions
Reporting and consolidation of family assets, including real estate and private assets.
Banking services, credit, and financing.
Patrimonial structures and asset holdings through trusts, securitization, holding companies, foundations, funds, etc.
Trust and tax services through 3rd parties
Research and financial analysis
Research and financial analysis