FAMILY OFFICE

Family office services transcend the scope of an asset management mandate in that under such an arrangement, we not only look after your portfolio but also attend to your family’s needs with a broader spectrum of services.

We can help you optimize your tax exposure, advise you regarding changes of domicile, establish trusts on your behalf, manage your real estate, and consult you in matters related to succession planning.

Your expectations govern the extent and depth of our services. Whenever we retain the services of third parties, for example in fiscal matters, your anonymity is fully protected.