Family Office
Concept
The concept of family office originated in the United States in the 19th century when wealthy families established specific structures on their behalf to control certain aspects of their wealth management and to defend family interests.
Today, many families wish to entrust the supervision of their assets to external family offices. Indeed, as they are often multi-banked, they find themselves faced with a multitude of managers and private bankers who do not have a global view of their wealth situation. They therefore feel the legitimate need to be assisted in an objective and independent manner in relation to all the assets that make up their assets. This is the service we offer.
Added Value
Why use the services of a Family Office?
Support
We follow your private affairs on a daily basis, accompanying you in the preservation and growth of your wealth and in its transmission, while protecting you from numerous external solicitations.
Freedom
Being able to relieve you of all or part of the management of your administrative tasks will allow you to gain peace of mind and devote your time to more rewarding activities (family, travel, leisure, sports,..).
Tailor-made
Benefit from a complete service that is tailor-made with your family and for your family.
Consolidation
By acquiring a consolidated view of all your assets, you will gain better control and reduce costs and complexity.
Availability
Whatever problems may arise concerning the family patrimony, we are always there to assist you in all circumstances and answer your questions.
Privacy
A dedicated family office ensures the best protection for your privacy and the security of your financial information.
Our tailor-made services
Our services are tailored to your needs and can include, among others:
- Supervision and coordination of various service providers involved in the management of your affairs (lawyers, tax specialists, accountants, notaries, real estate agents, etc.).
- Dealings with insurers and bankers: monitoring of relations, negotiation of tariffs (transaction fees, custody fees, credit conditions, etc.).
- Detailed analysis of the overall family and property situation and the terms and conditions of ownership.
- Drawing up a consolidated inventory of all your assets (real estate, securities portfolios, private equity, art collections, etc.) at regular intervals, taking into account the sum of assets and liabilities.
- Search for the best investment opportunities in unlisted assets (real estate & private equity), support in the implementation of the investment (direct or club deal) and monitoring at regular intervals.
- Assistance on legal, tax and administrative aspects relating to the acquisition, holding and transfer of a collection of works of art.
