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Family Office Services

Family Office

Our clients appreciate many years of experience in the field of Family Office services, as well as the accessibility and personal attention provided by our team. This exclusive service may include the following responsibilities:

  • Consolidation of total assets;
  • Strategic asset planning with comprehensive asset allocation;
  • Selection of asset managers and custodian banks;
  • Support in the selection, valuation and management of private equity and real estate investments;
  • Tax and legal advisory services.

Advisory Services

Within the scope of advisory mandates, we carry out investment decisions only after thorough consultation with our clients. This type of mandate is suitable for clients who have an extensive professional understanding of the economic relationships between financial markets and instruments, and enough time to carefully consider such investment decisions.