You may have a large family with multiple needs and sensitivities. May hold accounts in different institutions, various trusts, and investments in real estate.
Most probably you devote much of your time to your business and do not have enough time to take care of your investment portfolios and your banking relationships.
As a gateway to a full suite of solutions to simplify the administration of your family wealth, we can advice on both investment portfolios and non-financial assets and projects.
We can take care of some administrative tasks and consolidate financial information. While guiding you in finding the jurisdiction, custodian bank or wealth planner that best suits your needs, we will also liaise with your lawyers or bankers and help you reduce costs.