Listening to your needs, we provide comprehensive and independent financial management reflecting your family legal, fiscal, business and personal requirements. In addition to our own expertise, we bring in first-class professionals, bankers, lawyers, fiduciaries and accountants who help us complete our tailor-made solutions.
Passing your wealth to the next generation in an efficient and well-structured way is one of our key competences. We help with:
With the objective of preserving and appreciating family capital, we manage the investment process and create the greatest possible value for the given level of risk. We are in charge of:
Striving to enrich family members’ lifestyles and support them in their philanthropic projects, we assist in: