Comprehensive wealth management advice
Astute, professional, independent and discreet – always personal, always available.
Investment supervision and consolidation services
Unparalleled supervision, analysis and reporting of assets at your choice of financial institutions, watched over by dedicated professionals using our own state-of-the-art portfolio and risk management software.
Private banking and investment account opening
Screening, negotiating, opening and maintaining your family’s accounts world-wide, resulting in strict control of your assets – and lower fees.
Trusts and succession planning
Carefully designed inter-generational solutions for your family’s long-term needs, not those of service providers.
To serve your family’s day-to-day needs, we can pay bills, arrange travel, facilitate credit cards, plan insurance, find, buy and sell real estate, and provide for legal and accounting expertise.