Services
We offer a carefully curated suite of services to safeguard and grow our client’s wealth, ensuring both short-term resilience and enduring success.
Managing and preserving substantial wealth calls for more than routine financial oversight. Our services embody a holistic, highly personalised approach, honouring immediate objectives while nurturing multi-generational aspirations. By combining thorough research, strategic execution and attentive governance, we reinforce financial stability, promote sound family governance and maintain a coherent legacy over time. Every solution is tailored to our client’s unique circumstances, achieving the optimum balance between performance and continuity.
Our Services
Portfolio Management & Asset Allocation
We begin with a comprehensive assessment of financial goals, liquidity needs and risk tolerance. Using these insights, we build a balanced investment strategy that may include equities, bonds, alternative investments and private opportunities. Constant vigilance around market fluctuations allows us to rebalance holdings, optimise returns and limit exposure. Transparent reporting keeps the family informed, ensuring transparency and alignment with overarching legacy objectives.
Case Study
Our client identified a commercial property investment projecting an 18% annual return over five years. To secure the necessary capital quickly, we liquidated approximately 12% of the portfolio from select fixed-income assets and underperforming equities, raising EUR 3.5 million within two weeks. This prompt action enabled timely entry without undermining the overall portfolio’s stable 6% return.
Family Governance & Legacy Planning
We devise governance frameworks that define roles, streamline decision-making processes and provide mechanisms for conflict resolution. Collaborating with legal experts, our team developed and periodically readjusts the family’s robust succession plan, will and trusts. Additionally, we conduct educational sessions for younger family members, ensuring they comprehend their responsibilities and the legacy they stand to inherit.
Case Study
When the family’s patriarch retired, three businesses generating EUR 23 million in revenue a year required new leadership. We facilitated structured discussions, clarified roles and instituted a transparent succession plan. Over the 12 months that followed, these ventures reported an 8% rise in revenue due to smooth transitions and a cohesive strategy.
Philanthropy Advisory
We align charitable undertakings with the family’s values and broader legacy goals. Our involvement includes vetting suitable organisations, structuring donations or grants and providing discreet engagement channels. We monitor the outcomes of philanthropic commitments, ensuring contributions genuinely serve their intended purpose while integrating seamlessly into the family’s overall wealth plan.
Case Study
The family wished to fund a literacy drive expected to benefit approximately 1,000 children within two years. After thorough due diligence, we arranged a EUR 250,000 donation—about 2% of their annual philanthropic budget—that delivered over 3,000 books to local schools and contributed to the creation of reading initiatives. Literacy rates subsequently rose by 11% in those schools, demonstrating the tangible impact of thoughtful, well-researched giving.
Risk Management & Compliance
We remain alert to changing regulations, financial market shifts and potential reputational hazards. In partnership with external specialists, our compliance frameworks address everything from anti-money laundering protocols to robust cybersecurity measures. This vigilance protects the family’s assets and reputation, ensuring continued growth despite evolving global conditions.
Case Study
When new regulations imposed tighter guidelines on approximately 15% of the family’s overseas property holdings, we initiated a detailed compliance audit. By restructuring assets and filing updated documentation within six weeks, we avoided EUR 250,000 in potential penalties and preserved the family’s standing in that region.
Family Reporting & Communication
We customise reporting to suit different levels of financial knowledge among family members. This means presenting in-depth analyses to some and offering streamlined overviews to others while preserving a unified view of the portfolio’s performance. Our regular review sessions encourage both feedback and proactive exploration of new opportunities.
Case Study
We noticed that some family members were comfortable with technical financial data, whereas others preferred concise summaries. In response, we introduced two reporting formats. Attendance at quarterly reviews rose, with greater engagement and collective decision-making guiding future investments.